I know that other advisors try to grab your information and then bug you until you buy an income annuity from them, or invest at least $250,000 in their fancy portfolio...
This isn't that.
Our mission is to successful transition people to a principle-based retirement so that they can enjoy a retirement designed to last forever (like a jellyfish).
There's no hidden catch. You can literally take these principles and build your own retirement without ever talking to me or one of my Retirement Pros.
Here's why I'm doing this...
First, if you can take the principles and maintain your own retirement, then great. Mission accomplished.
For many retirees though, the transition to retirement is tough.
If that is you, then I hope you will consider us at Jellyfish Wealth to help you build a principle-based retirement that can support you for as long as you live.
If not, no problem.
Our relationships are based on mutual trust and respect.
We only want to work with people who want to work with us.