Traditional financial planning is flawed. “Advisors” recommend what their companies tell them to push. At Jenkins Financial 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 education around tax efficiency. When taxes start to hurt, it is important to understand what your options are. 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.
Traditional financial planning is flawed. “Advisors” recommend what their companies tell them to push. At Jenkins Financial 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 education around tax efficiency. When taxes start to hurt, it is important to understand what your options are. 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.
A Chartered Financial Consultant (ChFC®) is a highly trained financial professional who has completed an extensive program covering key aspects of personal and business financial planning.
Awarded by The American College of Financial Services, this designation requires seven core courses and two electives, ensuring deep expertise in areas like retirement planning, tax strategies, and investment management.
Earning the ChFC® means the advisor has demonstrated both knowledge and real-world experience, equipping them to provide well-rounded, strategic financial advice.
The Chartered Life Underwriter (CLU®) designation is the go-to credential for professionals specializing in life insurance and estate planning.
Often considered the gold standard in the industry, the CLU® demonstrates deep expertise in insurance planning, risk management, and wealth transfer strategies. Many Certified Financial Planners (CFP®) add this designation to expand their knowledge and offer even more specialized guidance.
Earning the CLU® requires completing a series of comprehensive courses and exams, ensuring a strong foundation in protecting clients’ financial futures.
A Retirement Income Certified Professional (RICP®) is a financial expert who specializes in helping people navigate retirement income planning with confidence.
Awarded by The American College of Financial Services, this designation is earned by completing an in-depth program focused on maximizing retirement assets, managing risks, and creating sustainable income strategies.
RICPs work closely with retirees and those nearing retirement to ensure financial security, create a realistic budget, and prevent the risk of running out of funds, helping clients enjoy their golden years stress-free.
