Our Approach: Financial Accountability & Education

Everyone can use an accountability partner. Similar to a physical fitness trainer, our team can show you ways to get financially fit, help you envision your ideal future, and hold you accountable for creating the habits necessary to achieve your financial goals. We believe planning for your future is the first step, but planning without execution is nothing. Our team will collaborate with you to create a unique, customized financial plan for your individual goals.

We know the right questions to ask and formulate unique recommendations based on your specific needs. Our team takes pride in educating our clients on the choices available and explaining our strategies. We're here to work with you to implement your plan, with the goal of providing you peace of mind and more time to spend doing the things you enjoy.

Our team specializes in retirement planning, strategic distribution planning in retirement, estate planning, generational wealth transfer, tax planning, and investment management. We believe every dollar has a job description, and we'll help you maximize the use of your resources.

We take pride in showing up in hard times, and we'll be with you every step of the way in your financial journey.

Team Jensen

Our Ideal Client

We work with all types of clients but specialize in working with the following groups of people.

  • Established families in the middle of their working years who have maximized employer-sponsored retirement offerings and want to discuss additional savings options to reach their financial goals.  
  • Individuals or couples nearing retirement who are looking for clarity on what retirement will look like and want to create a plan for how to retire on their own terms.
  • Individuals or couples in retirement, who would like a second look at their current situation and are beginning to think about how they can create a legacy for future generations. 

If you are thinking of working with a financial planner, don't hesitate to give our team a call. We're here to make comprehensive financial plans tailored to your unique goals.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.