FINANCIAL SERVICES
No matter where you are on your path through life, Jensen Financial Group can guide you in your financial decisions every step of the way.
We can assist you on your journey to and through retirement and provide comprehensive guidance on Wealth Management, Retirement, Income and Estate Planning strategies.
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Whatever your financial goals may be, your journey begins here.
Call 919-827-1684 to schedule your complimentary risk analysis today!
GROW YOUR WEALTH FOR RETIREMENT
On your journey through life, be sure to plan ahead and put away enough money to afford your financial dreams. It’s never too early to start saving for your future, and it’s never too late to start planning. If you’re just beginning your journey to retirement, consistent saving and strategic investing is where you should begin.
- Grow and manage your wealth with investments
- Allocate your savings in order to meet specific financial goals
- Reduce excessive taxes on your income and investments
- Avoid unnecessary fees and expenses on your accumulated savings
- Create a retirement savings and investing plan with your risk tolerance in mind
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MAP OUT YOUR RETIREMENT PLAN
As you begin your transition into retirement, make sure your retirement plan is packed full of the necessities. This is the time to protect your accumulated wealth and plan ahead for whatever retirement may bring. As your golden years approach, you must make important financial decisions that could impact the quality of your life as you age.
- Shelter your assets from stock market volatility and reduce unnecessary risks
- Reduce or eliminate income and/or investment taxes
- Protect your life savings from unexpected medical expenses through long-term care planning
- Plan ahead to protect your purchasing power from inflation
- Optimize existing wealth and protect your financial interest through insurance
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CREATE AN INCOME FOR LIFE
An income plan can help you to ensure your assets can go the distance in retirement. To turn your savings into a secure and reliable income stream you must strategize when and how to withdraw from your retirement savings.
- Rollover a 401(k), IRA or other retirement savings plan
- Strategize your Social Security income and/or pensions
- Create an income distribution plan from your savings and investments
- Structure an income stream to last the duration of retirement
- Reduce or eliminate taxes on your retirement income
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PRESERVE YOUR LEGACY WITH AN ESTATE PLAN
An estate plan works to shelter assets from unnecessary taxes and fees and efficiently transfer those assets to your family in the most effective manner. In order to ensure your final wishes are honored, it’s important to create an estate plan that will help you preserve your legacy and assist your beneficiaries during the transition process.
- Prevent probate
- Ensure heirs receive what was intended through proper beneficiary designations
- Leave a legacy through life insurance
- Stretch your IRA to be multigenerational
- Reduce taxes and fees associated with an estate transition
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© Jensen Financial Group. All rights reserved. · Designed by Erika Maram
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Jensen Financial Group. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co., Inc., and Nationwide Advisory Solutions.