SERVICES

How We Can Help

Our mission is to serve people in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to four major financial risks:

  • Market Risk

  • Withdrawal Rate Risk

  • Longevity Risk

  • Medical Expenses/ Long-Term Care Expenses
     

We can help you reduce these risks through a wide range of services and solutions, including:

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

Disclosure

Jay Reeves offers investment advisory services through Gradient Advisors, LLC (Arden Hill, MN), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Jay Reeves, independent agent.

Jay Reeves and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

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