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What makes us different?  

Josh Jenkins started Jenkins Financial in 2015 with already three years of industry expierence. At that point he was a Certified Financial Planner, had his series 7, but somthing was missing. He started to notice a difference in the planning his high net worth clients did, and the advice he was "allowed" to give. Planning that focused on reducing taxes, above market returns, and more.  Few questions to ask yourself:

  • What are advisors NOT talking about, and why? 
  • What are the wealthy doing, and where are they saving that might be different?
  • How do you create a retirement strategy that is tax efficient? 
  • Can anything else be done to lower taxes right now? 
  • Can Real Estate fit into the picture, and what type(s)?
  • Can I create a plan that allows for generational wealth?

We start with analysis and fact finding. We see where you are, where you want to be, and what you are already doing. THEN, we take it a step further to answer the questions above. We know that most advisors only reccomend what they are compensated on- we do not. We lead with education, wanting to share what we have learned, and have you make the decision yourself on the path forward.