Traditional financial planning has its flaws—too often, advisors push products their companies tell them to sell. At Jenkins Financial, we do things differently. We focus on you—where you are, where you want to be, and how we can help you get there.
Our strategy starts with education, empowering you to make informed decisions about your financial future. Tax efficiency is a key part of that conversation. When taxes start taking a bigger bite, understanding your options is crucial. While we’re not accountants, we bring insights that many advisors and accountants overlook. It’s not about doing everything—it’s about knowing the best paths forward and choosing what’s right for you.
A Chartered Financial Consultant (ChFC®) is a highly trained financial professional who has completed an extensive program covering key aspects of personal and business financial planning.
Awarded by The American College of Financial Services, this designation requires seven core courses and two electives, ensuring deep expertise in areas like retirement planning, tax strategies, and investment management.
Earning the ChFC® means the advisor has demonstrated both knowledge and real-world experience, equipping them to provide well-rounded, strategic financial advice.
The Chartered Life Underwriter (CLU®) designation is the go-to credential for professionals specializing in life insurance and estate planning.
Often considered the gold standard in the industry, the CLU® demonstrates deep expertise in insurance planning, risk management, and wealth transfer strategies. Many Certified Financial Planners (CFP®) add this designation to expand their knowledge and offer even more specialized guidance.
Earning the CLU® requires completing a series of comprehensive courses and exams, ensuring a strong foundation in protecting clients’ financial futures.
A Retirement Income Certified Professional (RICP®) is a financial expert who specializes in helping people navigate retirement income planning with confidence.
Awarded by The American College of Financial Services, this designation is earned by completing an in-depth program focused on maximizing retirement assets, managing risks, and creating sustainable income strategies.
RICPs work closely with retirees and those nearing retirement to ensure financial security, create a realistic budget, and prevent the risk of running out of funds, helping clients enjoy their golden years stress-free.
Empowering businesses and individuals with expert
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lasting prosperity.
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