Helping to Take Confusion Out of Retirement!

Since 1985, I have worked with many individuals who have retired or are preparing to retire, as well as successful entrepreneurs in order to design unique financial plans. What this means is that I focus on what matters to you and your family through a disciplined process.

I work with a team of experienced professionals who will work to uphold the values you have chosen while creating a path to your financial future. I believe the benefit is having a uniquely tailored financial plan designed by a financial advisor with the confidence and passion to help you pursue your financial goals.

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STEP 1: The opening dialogueTM

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Discuss your goals to obtain a financial roadmap
and organize your financial affairs. The way you transfer
your wealth should be a reflection of your values.

 

 

STEP 2: THE STRATEGIC FINANCIAL ANALYSISTM

 

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Analyze your current financial position to be aware of your strengths,
weaknesses, opportunities and threats. Receiving an analysis of your
cash flow and net worth will help you know what cash reserves you will need.

 

STEP 3: THE ULTIMATE SOLUTIONTM

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Implement a comprehensive, written strategy to guide you through your
lifetime. You want to feel comfortable knowing that you won't outlive
your money during retirement. 

 

 
 
STEP 4: THE life changes reviewTM

 

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Plan reviews and updates on a systematic basis to help ensure you stay on
course, because having a lifetime resource with a team you can trust is important.

 
 
 
 


STEP 5: THE family focus planningTM
 

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Maintain an open dialogue to discuss your legacy and provide a
clear vision for the future. You want to enjoy your retirement and
have a plan that allows you to live life on purpose.

 

 

For more retirement resources, visit my RetirementTimeTM website.

Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm. Jay Van Beusekom Financial Advisor, LLC and Mutual of Omaha Investor Services, Inc. are not affiliated.