Team

 

We work at the intersection of  tax efficient investing, insurance, and real estate. 

That is what Jenkins Financial does, and does well. You can meet with most advisors and they can help you invest- What we do is so much more. We help you create a strong distribution strategy to get the most out of your investments--keeping in mind it is NOT just what you make, it is what you keep. We educate our clients on their options, far beyond just a work retirement plan. We help with other goals, like getting a vacation home, and educate on how it could MAKE money. 

Whether you are a real estate mogul, NFL player, business owner, or physician the conversation with Jenkins Financial is a different type of conversation.  

Vision, Values, and Legacy. GOOD is the enemy of great. 

 

What We Do:

We design tax efficient strategies to help our clients minimize taxes, realizing that a lifetime plan is more effective than year over year analysis.  

These are questions we have found that most people are unable to answer until they begin working with our firm:

1. Do you have a plan for creating retirement income when the stock market is negative?

2. How have you planned so your taxes are potentially LOWER in retirement than before?

3. Has your advisor talked about having real estate as part of your strategy? 

4. How do you define your legacy and what do you want to leave to those you care about?  

5. Is your advisor highly credentialed, have a full team, independent, and have a succession strategy for when they retire? 

 

What Can You Expect:

We help our clients think differently. We align YOUR vision, values, and goals with a customized strategy to help you get to where you want to be. We work/build a team of professionals in your life and interact with them for your benefit in tax, real estate, and legal. We educate and present a plan that is different than the cookie cutter advice that so many get. We work with our clients to not only build a plan, but year after year be around to back up our recommendations and see them come to fruition. 

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.