JG Wealth Management, Jerome Greene

Los Angeles, CA, Seattle, WA

CONNECT

Address:

800 Fifth Avenue, Suite 4100
Seattle, WA 98104

Phone:

(800) 428-4843

Fax/Other:

(253) 426-3361

Retirement Planning

Retirement Planning with JG Wealth Management

Don’t let retirement sneak up on you. Run towards it knowing you’ve taken the essential steps to retire on YOUR terms. No matter if you’re early in your career, closer to retirement or already there, we’ll work with you to assist in the transition.

Your Retirement, Your Goals, Your Plan!


No two people envision the same retirement. Some people want to chase good weather, and some want to travel or help their families financially,  while some are passionate about giving to their favorite cause. No matter what your priorities are, we’re here for you!

Typical Client Priorities

  • Maintaining your standard of living during retirement
  • Deciding to stay in your current home, move into a bigger or smaller home, or buy that vacation home you always dreamed of!
  • Managing healthcare expenses
  • Being able to financially help the people you love
  • Spend YOUR time doing what YOU want
  • Volunteering, mentoring, or charitable giving
  • Work because you want to not because you have to, or maybe start a business

Some of the Things We Help With

  • IRA
  • 401(k) Rollovers
  • All Rollovers
  • Retirement Plan Administration (Business)
  • Roth IRAs
  • Retirement Plan Distributions
  • Income Planning
  • Social Security Integration
  • IRA Rollovers
  • Annuities
  • Retirement Needs Analysis
  • Life Insurance

 

Have any questions?  We would love to get you answers and to see if we are a good fit together!  

To schedule an appointment please click here!