You're one complimentary strategy session away from discovering the secrets to a tax-free retirement with minimal exposure to stock market volatility, along with a thorough plan to leave a meaningful legacy for your loved ones.
*We work with clients virtually nationwide*
You're only one complimentary strategy session away from discovering the secrets to a tax-free retirement with minimal exposure to stock market volatility, along with a thorough plan to leave a meaningful legacy for your children, your church, and your preferred charity.
*We work with clients virtually nationwide*
Since 2012, we have specialized in assisting high-earning clients who are poised for advancement in wealth accumulation or pre-retirees focused on wealth protection and income.
We understand that you have surpassed the Dave Ramsey budgeting phase, managed your debts effectively, and are now ready to embark on a personalized approach to retirement and wealth building. You are seeking a trusted advisor to offer comprehensive guidance encompassing all facets of financial planning.
Chances are, you have explored various financial and investment experts and may have attempted a do-it-yourself approach. However, you deeply desire to have someone by your side to turn to whenever questions arise. That's where we come in.
All our meetings are offered at no cost, and we don't charge anything to create a financial plan tailored to you and your spouse.
In our initial appointment, we will outline how we are compensated with nothing coming out of your pocket.
The modern way to manage your money. Wealthflo is a beautiful designed digital platform that automatically tracks your investments, account balances, budget and net worth all in place.
Learn the 4 phases of wealth broken down into simple language and engaging presentation.
*Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor and Megan Jantz, an investment advisor representative.
BCM and Jantz Wealth Solutions are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.