Retirement isn’t just about having “enough.”
It’s about knowing what you can control, letting go of what you cannot, and building a plan that allows you to enjoy retirement with confidence and peace of mind.
It’s the heart of what we do, and we find deep satisfaction in helping people.
"Clients become a part of the JRS family which means we prioritize their best interests, above all else." - Conor Jonasson, CFP®
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Every relationship starts with understanding what's important to you.
We offer a Retirement Clarity Review™ for those seeking a better understanding of their retirement planning options and opportunities.
This personalized, educational process is designed to help you evaluate your current position, explore potential opportunities and risks, and gain greater clarity about the road ahead.
Watch below to learn more.
Pre-Retirees
We put the pieces to your retirement puzzle together with you. Retirement planning is the heart of what we do, it is common for people to find us when they are between the ages of 50-65, and looking for a retirement focused planner.
Working Families
Young families in their working years can often greatly improve their financial outlook with just a few tweaks. Don't let the best decades of your life for compounding interest slip by.
Healthcare Pros
Healthcare Professionals work really hard and time is so important. That's where a partnership with JRS comes in. Our remote set-up and video communication allows for a collaborative planning process with busy schedules.
Retirement
If you're already in retirement, partnering with JRS can help ensure everything from your investments to your estate plan continues to be in alignment with your goals. You deserve to enjoy the retirement you have worked so hard for.