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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 River Front Pkwy, Suite 351  | South Jordan, UT 84095

Phone: (801) 987-3973 | Toll Free: (877) 488-4456 | Email: support@jrswealthadvisors.com

 

Orem Office 1145 South 800 East, Suite 110 | Orem UT 

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©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.

 

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website located here or any of the information or services provided by JRS Wealth Management LLC (collectively “JRS Wealth”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by JRS Wealth in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

 

JRS Wealth reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

 

These Terms were last updated on February 25, 2020. | For a complete list of disclosures, click on Disclosures tab under About Us.

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