Financial Planning

Denise Jaehnke strives to provide the highest level of planning services available by helping you identify and prioritize your goals, offering  advice specific to your needs, and implementing the strategies tailored to your needs utilizing  a team-based approach with support available from networks of specialists.  Client focused financial services providing wealth protection strategies, asset management, and financial planning. The objectives may not be met.

 

Planning Process

  • Discover Your Situation and Concerns
  • Profile Your Priorities
  • Strategy Creation
  • Implementation of your Strategy
  • Review Your Plan

     

       Offering Planning Strategies for

 

  • Asset Allocation and Preservation
  • Retirement Planning and Distribution Planning
  • Maximizing Retirement Distribution
  • 401-K Rollovers
  • Estate Planning and Legacy Planning
  • Long Term Care Planning and Longevity Issues
  • Protecting Assets From Nursing Home Cost
  •  IRA and Multi-Generational Legacies
  • Annuity Maximazition and Wealth Transfer
  • Lowering Income Taxes on Social Security
  • Income Tax Reduction
  • Replacing Lost Income
  • Guaranteed Investment
  • Proper Account Ownership
  • Charitable Remainder Trust
  • Elder Law Referrals and Networking
  • Real Estate Specialist Referral and Proper 1031 Tax -Deferred Exchange