Jacob Andersen
FIC
State(s) Licensed: CA Insurance Lic. #4413879, ID, ND, NE, OR, WA
17 12th Ave S #203
Nampa, ID 83651
State(s) Licensed: CA Insurance Lic. #4413879, ID, ND, NE, OR, WA
A big fear many pre-retirees deal with is the fear of outliving their money.
Despite saving as much as they can and being in the greatest earning years of their careers, they often still feel overwhelmed by the complexity of it all.
They struggle with
--> Knowing when to take money from their investments and Social Security
--> Paying too much in taxes and not understanding current tax law
--> Making sure their family will be taken care of if something happens to them
I've helped over 100 pre-retirees overcome these struggles and enter retirement confidently.
My approach focuses on simplicity and bringing a listening ear to every client meeting.
Unlike many financial advisors who create long-winded financial plans that their clients don't understand, I deliver a one-page financial plan filled with actionable and immediate steps to get on the right path towards a fulfilling retirement.
I also encourage my clients to find ways to incorporate their faith and values into their finances, such as through faith-based investment portfolios.
My clients often come into meetings feeling overwhelmed or confused,. They've usually spent time trying to piece things together on their own.
I strive to give them a better understanding of how their finances work, and what they can do (simply) to put their money to the best possible use.
If you have less than 15 years to retirement and more than $100k in investable assets, I'd love to learn more about your situation.
Book an intro call to get a complementary retirement consultation: https://book.apps.thrivent.com/client/jacob.andersen
Not ready? Follow me on LinkedIn: https://www.linkedin.com/in/jacobandersenthrivent
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