RETIREMENT PLANNING STRATEGIST

Jeff holds a business management degree from Minnesota School of Business and is Life & Health Insurance licensed in Minnesota. He is a Retirement Planning Strategist and has over 30 years of combined experience as a business account executive and personal procurement specialist.

Jeff is a true “people person” who knows the importance of being an excellent listener. He enjoys helping his clients understand their options when it comes to preserving their retirement savings while creating an income stream for the future by developing a solid financial plan. Jeff takes a holistic approach to retirement by educating on the effects of unexpected market losses, excess taxation, and assessing financial fees. He addresses the important retirement subjects that need to be considered:

• Maximizing Social Security and Taxation of Benefits
• Medicare/Supplement Options
• Estate and Tax Planning
• Retirement Asset Preservation
• Wealth Accumulation and Distribution
• Tax Deferred Growth Opportunities
• Retirement Income Strategies
• Legacy and Charitable Giving
• Insurance and Long-Term Care

Jeff has lived in the Twin Cities metro area all of his life. He spent his childhood days in the “country” of Apple Valley, Burnsville, and Lakeville, dirt biking, fishing, horseback riding, and swimming in Crystal Lake. He is married to his best friend Dianne, is a father of six, and has also served as an emergency foster care parent.

Jeff enjoyed his time as a youth leader at his local church and being an adult leader for Boy Scout Troop 333 in Prior Lake. He is actively involved in the Kids ‘n Kinship mentoring program of Dakota County. Jeff is also passionate about inviting sponsors and volunteers to become involved with a school and ministry that offers hope and a future to underprivileged children in a remote area of Haiti.