JKL Wealth Management Holistic Retirement Planning

Do you have anxiety about your retirement plan?

The current state of our markets, the election, and interest rates are one of the most difficult starting points for retirement planning I've seen in 25 years.

There will be tremendous opportunities for those that are prepared.

Sign up for monthly retirement newsletter and invitations to future events
Opt out at any time. No commitment required
John K. Lohrenz
President, JKL Wealth Management

Hi, I’m John.

I started with retirement income planning 25 years ago when I entered the Wealth Management Industry. The most rewarding part of my business is to see families truly enjoying their retirement fully.

Starting with a floor income plan for retirement that is stable and has the least risk possible can open the client's doors to plan the fun part of their life. Knowing they are comfortable and confident that the base expenses may be covered allows them to then plan for purposeful relationships, hobbies, travel, and charities to work with and that’s what makes all the difference in how they feel in their retirements.

John Lohrenz
President of JKL Wealth Management
CA Insurance License #0B21440

Visit JKLWealth.com