Strategies that allow you to enjoy your retirement

Retirement can be one of the most personally rewarding, but financially challenging periods of your life. You’ve worked hard to get to where you are. We will work with you to understand your goals and help you pursue them so you may achieve the retirement you envision.

JA Counter can help you understand the four phases of retirement.

  • Gearing Up: Get help prioritizing savings and setting financial goals.
  • Building Wealth: Optimize your retirement strategy and save more.
  • Getting Ready to Retire: Create an income strategy and prepare for retirement.
  •  Living in Retirement: Manage your retirement portfolio so it can last.