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Retirement Planning

Here at The Segelke Financial Group, we believe in doing what’s right for our clients.  We provide comprehensive retirement planning services to ensure a safe and care-free retirement and beyond.  By building a strong, solid financial portfolio, we can help you protect your hard earned money from things like inflation, volatility, and taxes.

 

If you’re looking for a complete retirement plan, Jeff Segelke ChFC® and the team at The Segelke Financial Group is here to help.

 

We’ll develop a plan that allows you to maximize your wealth, enjoy a carefree retirement, and still leave a legacy when all is said and done.

 

Our retirement planning services include but are not limited to:

 

 

  • Wealth Preservation

  • Estate Planning

  • Medicaid Planning

  • Income Planning

  • Tax Planning

  • Social Security Planning

  • 401k Plans

Segelke Financial Group

Top Financial Advisor South Jordan, UT, Jeff Segelke

Headquarters 10808 S Riverfront Pkwy, Suite 351  | South Jordan, UT 84095

Phone: (801) 987-3973 | Toll Free: (877) 236-5901 | Email: info@sfgclient.com 

 

Orem Office 1145 South 800 East, Suite 110 | Orem UT • Farmington Office 262 N University Ave Drive | Farmington, Utah

©2020 by JRS Wealth Management.  JRS Wealth Management LLC ("JRS Wealth") is a Registered Investment Advisor ("RIA"), located in Utah. JRS Wealth provides investment advisory and related services for clients nationally. JRS Wealth will maintain all applicable registration and licenses as required by the various states in which JRS Wealth conducts business, as applicable. JRS Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.