Life Planning
“Investing is not an all-or-nothing game. Financial life planning depends on asking good questions and understanding your goals.”
Martin Weisberg
Vice President
Services from Jentner Wealth Management
Successful wealth management involves financial planning, investment management and values-based life planning – our areas of knowledge and experience.
Financial Planning
- Retirement planning
- Estate planning
- Survivorship, disability and long-term care planning
- Education resource planning
- Business succession planning
- Legacy planning
Investment Management
- Investment Policy development
- Retirement plan and IRA rollovers
- Personal and trust accounts
- Foundations and endowments
- Unbiased advice
- In-depth analysis
- Sensible, cost-effective strategies based on passive investment management
- Globally diversified investments
- Tax efficient investing
- Structured asset-class investing
- Disciplined rebalancing
Life Planning
- Written goals and objectives
- Personal money-personality profiling
- Values focused planning
- Life transition planning
- Family legacy planning
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Concerned about the fate of your wealth?
Do you understand how prepared you are for the future? Consider a Portfolio Second Opinion from Jentner Financial Group. This report is easy to request.
This is a 12-page professional investment review of your investment holdings. Your tailored report will analyze:
- Investment policy
- Diversification and allocation
- Risk/return and risk tolerance
- Historical returns and benchmarks
- Costs, turnover, tax efficiency
- Transparency
Getting started?
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