Our primary focus is always on you! We seek to identify your uniqueness so everything we do is committed to meeting your specific values and life goals. Our success comes from helping you get where you want to be in life. Working in partnership, we provide options and seek solutions with you, not for you.
At Jaeger Wealth Management, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm! When you go to a financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don't know you.
At Jaeger Wealth Management, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm! When you go to a financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don't know you.
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When you go to a financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don't know you. These firms also may impose sales quotas on the financial professional helping you.
Through LPL Fiancial, the broker/dealer we use to process transactions on your behalf, we offer a program that provides Federal Deposit Insurance Corporation (FDIC) insurance for cash balances in your eligible brokerage account(s). Of course, if you have further questions about this or any aspect of your financial life, please feel free to contact our office.
Jaeger Wealth Management uses an individualized approach to help you meet and exceed the financial goals most important to your family. Our asset allocation and investment planning services help you meet immediate and future income needs and manage risks while prioritizing financial objectives. All client accounts are handled with our investment advisory relationship programs.
Retirement planning is the process of developing strategies to save, invest, and distribute money to be used after you stop working. Retirement planning considers your current assets and income and your future liabilities, expenses, and health expectancy. While it is never too late to begin planning for retirement, the earlier you start saving, the more comfortable your life will be in the future.
Financial planning is the process of clarifying your long-term financial goals and creating a diverse strategy to achieve those targets. A plan is created by a certified financial advisor and should be individualized to reflect your family situation, future objectives, and risk tolerance. A comprehensive financial plan begins by calculating your net worth and cash flow and ends with creating a strategy to achieve your financial priorities.
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