Products & Services

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.

Retirement and Income Planning

Longer life spans have created several new issues that need to be taken into consideration when planning for retirement.

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.

Estate Preservation and Legacy Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement.

401(k) Self-Directed Brokerage

At Jolles Financial, we may have the ability to professionally manage your 401(k) while you’re still at your employer.

401(k) Services

We research, implement and provide ongoing education for your 401(k) planning.