Investment Planning

As an initial step, we at Jolles Financial evaluate each client’s current holdings to determine how appropriately they meet the desired objectives. These might include financial products for retirement income, education, charitable or other gifts, or survivor income.

 

Longevity Planning

When planning for longevity, we typically focus on the potential need for assisted living and long-term care because of the potential for critical or catastrophic illness, and the appropriate survivorship income should one spouse predecease the other.