It’s easy to become overwhelmed by these questions and avoid retirement planning altogether. We do our best to provide clarity on these obscurities, making the retirement conversation more understandable and a bit less uncomfortable.

At JMK Wealth Advisors, our goal is to ensure we cover a wide range of possible scenarios, providing you with transparency and confidence on an otherwise unpredictable journey. We utilize financial software to model various situations and their impact. We also use a variety of tools to make educated assumptions based on historical asset performance and inflation measures. We discuss each scenario and run simulations to gauge the likelihood of achieving your ideal retirement.

When you invest your trust in us, we commit to investing in your plan. That means no surprises, only situations we have already considered, discussed and planned for. Your comprehensive retirement plan provides you with the confidence of knowing when you can retire, what sources of income will be available, the order in which to liquidate your investment accounts and when to begin receiving Social Security benefits.