Welcome To JLM Wealth Strategies!

Your Retirement Income Planning & Insurance Experts

Call For A Free Consultation Today: (925) 386-6639

There was a time when planning for retirement was a fairly straightforward process.  If a couple is 65 today, there is a more than 50% chance that one of them will live to age 92.  There are choices available today that can reduce the guesswork and address retirement issues more effectively than ever before.

At JLM Wealth Strategies, we offer insured retirement solutions developed specifically to be an integral part of a sound, long-term retirement plan.

Call our office if you are interesting in any of the following:

• Preparing for retirement

• Preserving assets in retirement

• Potential Increased returns

• Transferring assets to beneficiaries

• Estate planning with Tax Advantage Resources

• Rolling over a IRA, 401K, 403b, TSA, or another Annuity

• Annuities

• Life Insurance

• Income for Life

Ask yourself these 2 questions:

1. Will your money (certificate of deposits, mutual funds, stocks, and other investments) guarantee a lifetime income for you and your spouse?

2. How much flexibility and control would you like to have over your money?