A FEW OF OUR CLIENTS AND FRIENDS

With honesty and integrity, Jenny has earned the trust of all her clients.

Over the years, Jenny has earned the trust of women who find themselves with inherited or earned wealth and want to manage it wisely; small business owners with retirement planning needs for themselves and their employees; scientists and engineers who are often more analytical and would prefer to do some portion of their money management themselves; teachers who need advice and planning; and others who serve their communities in various ways.

Retired Schoolteacher
Tamara came to us after the death of her parents, wanting help to recognize the assets she had and to feel she understood them and could control them.  She wanted to retire sooner rather than later, but wasn’t sure if she had enough to live comfortably.  READ MORE

Sandia Engineer
Fred is a busy man who likes to watch over his own finances, but is so  busy raising two children, keeping up with his duties at Sandia Labs, and being an active member of his community, that he is unable to actively manage the financial side. READ MORE

Small Business Owners
Coming to us after a frustrating time losing money with a broker-dealer agent in town, John and Tammy were very wary of the market. In their early 50s, they wanted to retire sooner rather than later, but were hampered by their debt load. READ MORE

Young Couple Starting A Family
Stan and Liza were both young professionals who had already begun saving for retirement, while continuing to give generously  to their church and overseas missions. They were concerned with how they were doing financially, especially since they would like to retire early and go overseas themselves. READ MORE

High Net Worth Doctor
Don and Cathy had concerns about their life insurance, sufficient assets to retire with, investment choices, and how to handle their 403b and 401k. We helped them choose the best plan for their future.  READ MORE

Newlyweds
It is so important to get married life off on financially sound footing. One of our recent client couples were trying to decide whether it made sense to buy a house in this time of low interest rates and low housing prices.  READ MORE

Widow
Sometimes life unfolds in ways we can’t anticipate. Beth came to us as a young widow who had suddenly and unexpectedly lost her husband. We helped her get tasks done on her schedule, and we were sensitive to her needs, her grief, and her ongoing pain.  READ MORE