Lets create a simple financial plan. This is just a starting point for retirement and to get your finances in order. The first thing we want to do is work with a budget, but wait don’t stop reading yet! The first step to any good budget is to watch your money first. Track your spending for a month or so and THEN start to budget using your existing spending. Our clients have this done for them using NestEgg.

Next we will want to start planning for the future. You may not need a financial planner for this but this is where we need to start focusing on future goals. Cars, homes, college, and even retirement

Remember that your budget comes first when retirement planning. If we can get your finances in order now it means we can make saving for retirement even easier. See, most people just start saving for retirement without getting their dough straight and it leaves them stressed and under saved.

Finally we want to prioritize the way you will save for retirement. Consider the pros and cons of 401k’s, Roth IRA’s and other retirement accounts.

We’re an investing service that also helps you keep your dough straight. We’ll manage your retirement investments and, using NestEgg we can help you with every penny!

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Investment related questions 📧 Dustin@JazzWealth.com
Business Affairs 📧Carolyn@JazzWealth.com


11 replies
  1. Mjljacob187
    Mjljacob187 says:

    For anyone wondering about signing up for a Roth IRA, Dustin is your man. He has helped me every step of the way couldn't ask for anyone better than that. One-on-one questions and always picks up the phone even at 10 at night Central Time. can't say that to those big companies… keep it up Dustin you rock brother!!! Mr Lotero….

  2. greysign
    greysign says:

    Can you make a video on pensions? Specifically state pensions, for example for teachers. I can’t find much info on that and is it worth to keep or contribute money into a pension. Thx. Great video.


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