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Welcome to The Jenkins Group

The Jenkins Group is a financial planning firm and a Registered Investment Adviser. We specialize in helping individuals, families and businesses position themselves financially to reduce risk, take advantage of opportunities, maintain stability, and work towards goals. We begin client relationships by determining your financial goals and objectives. Once a plan has been agreed upon and implemented, we meet with you on a regular basis to monitor your progress and update your goals. We take pride in our sound, consistent, professional advice and service.

Whether you require comprehensive financial planning or concentration in one specific area, The Jenkins Group is committed to offering you advice and experience in integral planning areas. We will monitor the financial marketplace on your behalf, alert you about revisions in the tax laws and adjust your portfolio to take advantage of investment opportunities. You'll enjoy the immediate benefit of help from a professional and the long-term benefits of careful financial planning.

Whatever your goals, we can help you get there!

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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