7 West Square Lake Road Ste 124  Bloomfield Hills, MI 48302  866-526-1838

 

Educate...Counsel...Serve...

  

A future worth looking forward to

Rick Jehn can help you face the future with confidence.  As founder and owner of RJ Investment Strategies, LLC, he'll act as your personal financial advisor to help guide you toward your retirement goals.

An experienced guide

Rick has over 17 years worth of experience with managing 401(k)rollovers, IRAs, college saving plans and managing 401(k) plans.  It's this depth of knowledge that guides him in helping you invest wisely in the future - and at your risk tolerance.  He can help you transfer your retirement assets into tax-advantaged investments to help protect and preserve your wealth, reduce your tax burden, create streams of income for retirement.

An accomplished communicator

 Some things they don't teach you in school.  One of them is how to invest for a comfortable retirement.  As a Certified Financial Educator (CFE'd), Rick helps fill the gap in your education.  Through financial workshops, he's helped thousands of people grasp the fundementals of long-term investment planning.  Using his ability to explain financial concepts clearly and effectively, Rick can help you gain the knowledge to plan your future with confidence.

 Focused on your goals

 Rick works with you to create customized solutions that reflect the way you live your life.  He believes your plan should be built around your unique goals and objectives.  That's why he takes the time to listen and learn about what's important to you - so he can create comprehensive strategies designed to protect the values you cherish. Whether you're anxious about having enough money to last throughout your retirement, maintaining your lifestyle, or protecting your home and family from unexpected events, Rick and his experienced team of professionals can provide answers to all your financial questions.

Plan to make your retirement years the best years of your life.

Call Rick Jehn today  866-526-1838

 

 

 

 

 

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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