Our Services

 

We have experience to help you with: 

 

 

  • Protection - building a plan to better handle the unexpected.
  • Estate Planning- building/refining your plan to carry out your wishes.
  • Retirement Income - creating and preserving a sustainable income for life.
  • Taxes - potentially increasing what you keep by reducing what you owe.
  • Investments - helping you grow and manage your investments.                                                    

     

    Financial planning services are available by three options: Commission (fully disclosed),  Percentage of Assets under Management, or Hourly. 

    One of the greatest compliments we receive from our clients is to be recommended to one or more of their friends, family, or businesses associates they care about! 

    If you have any questions or would like to schedule a complimentary one- hour introductory consultation by phone or in person, please e-mail jim@jcretire.com or call us toll free at (877) 898-3060 or local (952) 898-3060 or fax (952) 898-2458.

    17595 Kenwood Tr. Suite 170  
    Lakeville,  MN 55044
    Tel: (952) 898-3060   Fax: (952) 898-2458
    E-mail: jim@jcretire.com


    *Securities and advisory services offered through FSC SECURITIES CORPORATION.  A registered broker/dealer. Member FINRA & SIPC.