Our Services

The Jenkins Group Services:

Financial & Estate Planning Strategies- The Jenkins Group can help you make the most of your golden years. Regardless of your age, financial and estate planning are vital for your future and the future of your heirs. Whether you’re in the saving phase or beginning to think about retirement, The Jenkins Group can help relieve the burden of worrying about what the future will bring. We’ll help you arrange your assets to match your goals,…so your financial situation allows for the greatest possible estate… and so your beneficiaries can avoid burdensome inheritance taxes. When you work with The Jenkins Group, a Certified Public Accountant and a Certified Financial Planner participate in all phases of planning-assuring you that all components of your financial blueprint will be professionally prepared.

Retirement Planning- The number one question we hear from pre-retirees is “will I have enough money to retire on”. At The Jenkins Group, we specialize in helping you answer this question by analyzing your whole financial situation in order to prepare you for all possible scenarios. We do this by answering two questions, ‘will I make it?’ and ‘Do I have any financial blind spots?’. At its essence, these are the two most critical and profound questions that anyone has in their financial life. Our main goal is to help you retire on your own terms so you can enjoy living a happy and comfortable life with the people you love most.   

Investment Management- As your advisor we think it is imperative to match your investment allocation to your goals and risk tolerance. We make your goals our goals, and we will always have your best interest in mind by selecting the best asset allocation for your unique situation. We do this by taking a deep dive into what your plans are for the future and consider any liquidity needs that you may have. We have access to the broadest choice of services and products for our clients. As the market continues to change, we make it a priority to meet with our clients on a regular basis to ensure that they are knowledgeable about their investments regardless of the market environment. Our practice always takes taxes into account when managing investment portfolios and how they may have an impact on our client’s investment portfolios. Investment management is only one of many services that we provide. We strive to be more than just your investment advisor; we want to be the financial advisor that provides guidance through all your financial headwinds.

Trust Services- The Jenkins Group offers non-testamentary, charitable, and testamentary trusts to our clients.  Through our affiliation with LPL Financial and The Private Trust Company, The Jenkins Group can serve as a relationship and investment manager for your trust needs.  The Private Trust Company will serve as trustee providing custody of the investments and administration services, including accounting, tax filing, and reporting.