Enter & Enjoy Your Retirement With Confidence
Let’s build and implement a retirement roadmap that confidently carries you to and through the retirement of your dreams.
Financial Planning for Your Retirement
At JGR Financial Solutions, we know you need confidence that your financial plan will carry you both to and through retirement.
At this stage in your career, questions may begin to pop up:
Have we saved enough?
Is our financial plan solid?
Is our portfolio performing the way it needs to?
Are we on track to live the retirement lifestyle we’ve dreamt of?
It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years.
We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want – both now and in the future.
As a Certified Financial Planner practitioner and independent, fiduciary financial advisor who has helped hundreds of clients build a retirement roadmap, we’ve seen firsthand there are many things you can DIY, but making a plan for your money and retirement is not one of them.
The Difference
See what sets JGR Financial Solutions apart.
Fee Only
No product sales. No commissions. We are only compensated by you. This transparent, fee-only structure ensures we provide objective advice with your best interests in mind.
Fiduciary
We work solely for you. We are not an agent or representative of any company. In fact, Justin Rush has signed a fiduciary oath that states he will always put your best interests first.
Customized
“One size fits all” solutions shouldn’t exist when it comes to wealth management. Together, we identify your unique goals and feelings about risk to implement a strategy that you understand.
Practical
Good ideas without proper explanation and follow through are merely wasted thoughts. It’s important you understand the “how” and “why” of each idea so action can be taken to implement the recommendations.
Inspirational
Financial planning goes beyond the numbers on a page. Let’s identify what’s really important during your retirement so you may focus on those high priority areas.
Accessible
We don't sit behind closed doors or screen calls. We actually enjoy communicating with clients and if we happen to be unavailable when you reach out, you will hear back in a timely manner.
About Justin Rush, CFP®
Hi, I’m Justin and welcome to JGR Financial Solutions. As we get to know one another, I hope one thing will be obvious…I am passionate about providing personal financial planning solutions in terms you can understand!
I serve a broad range of clients, but have special expertise to address your unique financial planning needs leading up to and through retirement. I believe a retirement roadmap empowers you to making confident financial decisions so you may live the retirement lifestyle you’ve dreamed of.
Are you ready to ensure your financial plan is setup to actively create the life you want?
Take the guesswork out of your financial future and focus your time and energy on the things in your life that matter most.
Step 1: Discover
During your discovery call, we’ll unpack your goals, answer your questions, and map out a few helpful next steps.
Step 2: Design
We’ll work one-on-one to turn your goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions.
Step 3: Deliver
With your retirement roadmap in place, we’ll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track.
