Through the planning process, our clients can gain clarity of their current and future financial circumstances, confidence in spending and pursuing their financial goals, and the added peace of mind that comes with having a relationship with trusted advisors who will be there the help them celebrate the good times as well as support them during the tough times.
We understand the impact that financial decisions made today will have on the futures of our clients. As a result, we feel it is imperative to create lifetime relationships so we can monitor and modify the plans based on our clients’ life events. We believe this can only be accomplished with a relationship-driven culture within the firm.
Our belief in creating long-term relationships with our client family, coupled with our desire to create a family business that has an opportunity to continue for multiple generations, was the motivation for us to start JEHM Wealth & Retirement. Also, staying true to our belief that family is a priority, JEHM is an acronym for Jennifer, Eric, and our daughters, Haley and Mallory.
Our vision is to be the last advisors our client family will ever need. We are committed to providing a warm, welcoming atmosphere where our client family will feel safe to discuss their most intimate financial matters. Additionally, we encourage their family and friends to engage with us, so they too can share in this meaningful experience.