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
Meet the Team
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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.
Services We Offer
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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.
Events
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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.
Friends & Family
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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.
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