I began guiding families and planning for their retirement lifestyles 25 years ago. The principle of our firm is to develop and implement custom investment plans for a dependable income in retirement. This starts with a floor income plan that is stable and gives them confidence that their base expenses are comfortably covered. This frees them to enjoy hobbies, travel, purposeful relationships, and adventurous enrichment. The most rewarding part of my business has been to counsel families to truly enjoy a happy and healthy retirement together.
I look forward to talking to you about your custom planning needs,
President of JKL Wealth Management
CA Insurance License #0B21440
Analyzes your current assets and identify your future goals for retirement income. Evaluate the basic expenses that you have to spend every month to maintain your current lifestyle.
Perform a gap analysis on income vs expenses. This includes your household expenses, medical cost, food, and Transportation. Evaluate your risk in your current portfolio based on today's investment climate.
Develop and implement a custom plan using strategic investments that provide dependable income to cover monthly expenses and aspirational goals
Each family that we work with has needs that require a customized strategy. We use our 25 years of experience to help you and your family anticipate and navigate your unique circumstances and obstacles.
We specialize in helping you with:
The world has thrown us all a wild card called COVID 19. How we play this card will impact us personally in both the short and long term. The reactions in the financial markets have been extremely volatile, breaking downside short term selling records going back to the Great Depression-era of the 1930s.
731 S. Hwy 101, Suite 2K,
Solana Beach CA 92075
Phone: (858) 535-1705
Fax: (858) 535-1701