Wealth Management for Retirees.
Understand your investments and reduce taxes in retirement.
Fiduciary Investment Management and Tax Planning for Retirees.
JGR Financial Solutions is a financial advisor providing investment management and tax planning for retirees around Canton, Ohio and across the country. Our financial planning services may address many questions you have during retirement, including:
- Am I paying too much in taxes?
- Are my investments set up correctly based on my comfort level and need for risk?
- Are my assets protected and will they pass on according to my desires?
- Have I made the correct plans for Social Security, Medicare, or other retiree benefits?
The Difference
See what sets JGR Financial Solutions apart.
Fee Only
No product sales. No commissions. I am only compensated by you. This transparent, fee-only structure ensures I provide objective advice with your best interests in mind.
Fiduciary
I work solely for you. I am not an agent or representative of any company. In fact, I’ve signed a fiduciary oath that states I will always put your best interests first.
Customized
“One size fits all” solutions shouldn’t exist when it comes to wealth management. Together, we identify your unique goals and feelings about risk to implement a strategy that you understand.
Practical
Good ideas without proper explanation and follow through are merely wasted thoughts. It’s important you understand the “how” and “why” of each idea so action can be taken to implement the recommendations.
Inspirational
Financial planning goes beyond the numbers on a page. Let’s identify what’s really important during your retirement so you may focus on those high priority areas.
Accessible
I don't sit behind a closed door or screen my calls. I actually enjoy communicating with my clients and if I happen to be unavailable when you reach out, you will hear from me in a timely manner.
About Justin Rush, CFP®
Hi, I’m Justin and welcome to JGR Financial Solutions. As we get to know one another, I hope one thing will be obvious…I am passionate about providing personal financial planning solutions in terms you can understand!
I serve a broad range of clients, but have special expertise to address the unique financial planning needs of retirees. I believe the combination of income tax planning and investment management provides the roadmap to meet your financial goals, as well as the necessary accountability, education, encouragement, and course correction strategies along the way.
Are you a retiree seeking objective advice from a Fiduciary?
Take the guesswork out of your finances. Begin with this free assessment to make sure your investments align with your comfort level and need for risk.
Maybe you have questions about income taxes, investments, Social Security, or Medicare? Perhaps retirement is right around the corner and you’re not sure how you’ll access your money to pay your bills?
Financial planning services will enable you to focus your time and energy on the things in your life that matter most. If you are serious about hiring a professional to help you take control of your finances during retirement, let’s talk!