Fill out this 34-point Checklist Challenge, which will measure your retirement readiness and help us understand how we can best serve your needs as you prepare to live the future you always envisioned. Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more.
Our Commitment to You We help our clients enjoy their retirement with confidence by offering unbiased, skilled advice. In this 5-minute read, founder Jennifer Lahaie outlines why it's important to have a clear vision, an income distribution plan and a tax strategy when setting the table for your retirement.
Our Commitment to You We help our clients enjoy their retirement with confidence by offering unbiased, skilled advice. In this 5-minute read, founder Jennifer Lahaie outlines why it's important to have a clear vision, an income distribution plan and a tax strategy when setting the table for your retirement.
Services
We recognize there's no "one-size-fits-all" retirement planning. Therefore, we are a Registered Investment Advisor and Insurance Agency, we hold both insurance licenses and have passed the Series 65 securities exam, allowing us to help our clients understand all their available options in the insurance and Wall Street worlds.
At JEHM Wealth & Retirement, we always place our clients' interests ahead of our own. Our team of professionals can help you create a personalized financial strategy designed to help address your financial needs and concerns. At JEHM, we deliver sophisticated portfolio management, insurance services, holistic financial planning and personal relationships.
Our events help you understand the common financial concerns individuals and families face in retirement. We offer two types of events for those looking to learn more. Do you have a plan to keep your retirement on track? Join us for a gourmet dinner and get professional insight on how to help gain financial clarity and added confidence in retirement.
Want your loved ones to experience the kind of financial confidence you've found from working with us on a well-thought-out financial strategy? Well, now you can. All it takes is connecting your loved ones with a trusted financial professional who can help them navigate the ups and downs of life. Then, let your friend or family member know you'd like for them to have the opportunity to talk with us.
Reviews (10)
Tom Corbit
Sep 26, 2021
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Kim and I met with Eric and Jennifer nearly two years ago to review our current and future financial plans. We found them to be honest, personable, and trustworthy. We liked their clear approach and basic planning process and the fact that they hold the RICP certification set them apart from other planners that we had worked with.
They have helped us feel confident and comfortable as we continue on our retirement journey.
They have helped us feel confident and comfortable as we continue on our retirement journey.
Margo Notarmuzi
Sep 22, 2021
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Within minutes of meeting Eric and Jennifer, you will know that they first give of themselves. With a warm greeting and comforting assurance, they and their professional staff are there to listen to your concerns and asperations and partner with you to ease the burden of your financial decisions. Knowledgeable, competent, professional, easy to listen to but above all, ethical and moral accurately describe Eric and Jennifer. No hard sell, no pie-in -the sky get rich schemes here. JEHM offers down to Earth, solid financial advice designed just for you. You will be very pleased.
Barry & Denise Following His Path
Sep 15, 2021
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Eric and Jennifer were spot on in directing us on what we needed to do for our personal financial situation. We are not wealthy, we are just an ordinary couple that saved a few dollars here and there along are working careers. So they made sure that if something happened to either one of us, the income for the other one would be enough by investing our money in the correct funds and advising us when to turn on the different income sources once retired. We are now retired and they continue to bless us with their financial decisions. Can’t thank them enough. I highly recommend them.
Barry and
Barry and
Debra Holland
Sep 13, 2021
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My husband and I were looking for a financial advisor and had met with several different individuals. Each of them were lacking in what they could offer us. We attended a seminar with Eric and Jennifer and were impressed with the quality of education and the professionalism and warmth that came through in their interactions with each other and the seminar attendees. We felt comfortable with them and their approach to our financial needs. In the 2 years we have been clients we have felt comfortable discussing our needs and the solutions they have provided.
Edmund Apperson
Aug 26, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We love working with JEHM Wealth and Retirement. Jennifer and Eric have not only been our advisors but have become family friends. They do a great job of keeping us on track to hit our retirement goals and have provided us with great advice and counsel. We recommend them highly.
We love working with JEHM Wealth and Retirement. Jennifer and Eric have not only been our advisors but have become family friends. They do a great job of keeping us on track to hit our retirement goals and have provided us with great advice and counsel. We recommend them highly.
Jeff Pecht
Aug 24, 2021
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Eric and Jennifer have been very helpful to me in steering me down the right road to Financial Security and Sound Decision for my future. They have also become my friends outside of the financial market place. Jennifer has given good counseling with family matters as well as motivating me to get my house for sale. I value them a great financial advisor and good friends and drinking buddy.
Jim Casali
Aug 23, 2021
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Eric & Jennifer (JEHM) have been such supporting Financial Advisors for us over the last several years. They are truly committed to developing financial plans to best support our individual needs. Our retirement is secure because of how they have leveraged our savings and rolling over 401K accounts into better performing options. Eric, Jennifer & Team care about their clients in a way that makes you feel like you are their most important client, not just another account. They are readily available and respond quickly to questions or concern. Over the years they have watched our Portfolios and made
Rick Schulz
Aug 22, 2021
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We had never worked with a financial advisor prior to engaging with Jennifer and Eric. They have made the whole process of retirement planning and portfolio adjustments very easy and because of their guidance and our confidence in their advise I was able to retire early this year. We could not be more pleased with the team at JEHM and highly recommend their services to anyone seeking sound and informative financial advise!
Dan Haas
Aug 20, 2021
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Eric and Jennifer have been terrific!
Previous to working with JEHM we had several advisors that seemed more interested in selling us their favorite products than what we needed and failed to react to market downturns costing us lost time and revenue. We had mixed investments all over the place, no real plan and would have probably worked full time much longer than necessary.
Eric and Jennifer first helped us first solidify our retirement goals, then coordinated our existing investments and finally put together an amazing and detailed retirement plan. They helped us realize we could sell our
Previous to working with JEHM we had several advisors that seemed more interested in selling us their favorite products than what we needed and failed to react to market downturns costing us lost time and revenue. We had mixed investments all over the place, no real plan and would have probably worked full time much longer than necessary.
Eric and Jennifer first helped us first solidify our retirement goals, then coordinated our existing investments and finally put together an amazing and detailed retirement plan. They helped us realize we could sell our
Dennis Edwards
Aug 17, 2021
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Somewhat disappointed in the lack of regular updates on our funds and discussion regarding our investment strategies. While both my wife & I are pleased with the original investment strategy for our IRAs, we were used to quarterly updates from our previous advisor who retired the end of 2021. Is that a fair comparison? In any case, ii is what it is. If there were scheduled reviews of our funds and possible strategy changes that might improve performance, this firm would be right up there with the best in the Greenville metro area. While our funds have gained in value since joining JEHM, and we
