Retirement Coaching

            The first day we begin working each of us shares a common goal, retirement, and everyday we help individuals to achieve that goal. At WD Jenkins Financial Consulting Group of Wells Fargo Advisors we define success by helping our clients to achieve their personal goals.  

 

            We are an extremely personal group who pride ourselves on individual attention. A variety of tools are available which we use to create individual investment plans during client meetings. Two major sources relative to our advice are Envision® an investment planning process and our 50 years of experience shared by our advisors with oversight by William D. Jenkins, III Managing Director – Investment Officer and a Premier Advisor of Wells Fargo Advisors. The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices. 

 

            During your first call, your advisor will ask a number of questions about your retirement planning needs and concerns, answer all questions you may have about the program and schedule your consultation with your financial advisor. This first call generally takes 10 minutes. During your consultation – which will take about an hour – your advisor will work with you to put together an action plan that will describe the steps you can take to address any areas of concern. After that, you can check in with your advisor at agreed upon intervals to track your progress and make adjustments as needed.

 

           

 

We at WD Jenkins Financial Consulting Group of Wells Fargo Advisors can….

 


  •  Help you with budgeting, money management and saving strategies
  • Suggest ways to maximize your investing
  • Custom tailor your plan to distinctly match your personal goals
  •  Provide a lesson on investing including, risk and return, diversification, inflation, estimating future needs and determining your credit score
  • Introduce you to a diverse group of institutional money managers, if appropriate      

 

We look forward to meeting with you soon, if you have any questions or if you would like to schedule an appointment, please contact us via email or phone.

 

 

William D. Jenkins, III

Managing Director – Investment Officer

Fundamental Choice Portfolio Manager

 

(570) 991-4106

 

 

 

 

Edward Jenkins
Associate Vice President- Investments
Fundamental Choice Portfolio Manager

 

(570) 991-4104

 

 

 

 

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals