What makes us different...
Get a second opinion on your retirement strategy
Our Family-Centered Services
Each family that we work with has needs that require a customized strategy. We use our 25 years of experience to help you and your family anticipate and navigate your unique financial circumstances and obstacles.
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Imagine...
Retiring comfortably
without the worry of running out of money.
Supporting your children
to meet the world head-on as adults.
Taking care of aging parents
any way you need to.
Leaving a legacy
that has meaning and lasts for generations.
Let's Get Started...
STEP ONE
Discovery and Asset Inventory
Understand your complete financial picture.
STEP TWO
Identify Funding and Spending Goals
Define your financial needs for retirement.
STEP THREE
Identify Guaranteed Income Sources
Explore income streams that provide financial security.
STEP FOUR
Assess the Gap Analysis
Analyze income needs versus income sources.
STEP FIVE
Build Income Streams for Life
Strategically allocate assets to generate sustainable income.
STEP SIX
Identify Your Legacy Plan
Ensure your financial legacy is secure and aligned with your wishes.
Hello, I'm John...
"I began guiding families and planning for their retirement lifestyles 25 years ago. The principle of our firm is to develop and implement custom investment plans for a dependable income in retirement. This starts with a floor income plan that is stable and gives them confidence that their base expenses are comfortably covered. This frees them to enjoy hobbies, travel, purposeful relationships, and adventurous enrichment. The most rewarding part of my business has been to counsel families to truly enjoy a happy and healthy retirement together.
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I look forward to talking to you about your custom planning needs."
John Lohrenz
President of JKL Wealth Management
CA Insurance License #0B21440
