Planner
Jerome Jedynak
I am a local advisor in Franklin WI, and I specialize in helping small business owners and high net worth individuals plan and achieve their retirement goals.
Since I own my own business, I am able to take on fewer clients and offer more customized planning solutions often for a lower fee.
Ideal Clients
Business Owners
High Net Worth
Pre-Retirees
Pricing
Flat Fee
AUM
All in costs under 1.00%, and less for high net worth. Average client fee is around 0.50%
Availability
Accepting new clients
Business
JMJ Retirement
Location
Franklin, WI, United States
Meeting Options
Remote, In-Person
Languages
English
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