Financial Strategy
Firm in South Central Pennsylvania Area
Traditional financial planning is flawed. "Advisors" recommend what their companies tell them to and ignore the true wealth building techniques for multiple reasons (that we can get into in person).
At Jenkins Financial, we create a custom, comprehensive financial plan to help you pursue your goals. We see where you are, where you want to be, and how we can help you get there. We lead with education, and let you decide on the path forward.
This is a strategy focusing on tax efficiency. Whether you are a business owner, NFL player, or high net worth individual, we can add "players" to your team to better help you diversify. We are NOT accountants, but there are many things basic accountants and advisors do not know that we want you to understand. It is not about doing everything, it is understanding different paths forward.
We are highly credentialed - here are just a few of ours and what they mean...
A Chartered Financial Consultant is a professional title earned after successfully completing an extensive program encompassing financial education, exams, and practical experience. Conferred by the American College, this designation requires the completion of seven mandatory courses and two elective courses. Individuals with this designation are recognized for their expertise in financial matters and their capacity to offer well-informed advice.
The Chartered Life Underwriter (CLU) designation is specifically designed for those looking to specialize in life insurance and estate planning.
Regarded as the gold standard in the field, the Chartered Life Underwriter (CLU) is highly esteemed for its expertise in life insurance and insurance planning. Many individuals holding the Certified Financial Planner (CFP) designation choose to complement their credentials by adding CLU, showcasing additional subject-matter proficiency. Attaining this designation involves successfully completing a series of courses and examinations.
A Retirement Income Certified Professional (RICP) is a financial expert specializing in retirement income planning. The RICP designation is awarded to financial professionals who successfully complete the retirement income professionals' program. Once certified, RICPs provide guidance to retirees and those nearing retirement on optimizing the use of their accumulated assets. Their aim is to help individuals live comfortably within a realistic budget and avoid prematurely running out of retirement funds.