Services
Our Investment Discipline
Our investment philosophy is Smart, Simple & Powerful. We believe
the investment experience doesn’t have to be confusing or complicated.
At Jenkins Wealth, we take pride in our ability to design great
portfolios, and as the creators of AssetLock™, we help to protect the
profits as the account grows.
There are 3 important aspects to investing that remain the forefront to our advice.
- Grow portfolios with the least amount of volatility
- Help protect profits with AssetLock®
- Establish a plan to distribute the funds tax efficiently, when needed for income.
We believe our management strategies set us apart from many
investment managers. We don’t pretend to predict the market – that would
be foolish. Rather, our proprietary process is a demanding set of rules
that is based upon a Technical Analysis of the stock markets, and uses a
strict discipline when following those rules. Our data-driven models
recommend investment changes based on market conditions, and our firm
makes changes to the portfolios based upon our process.
Services
At Jenkins Wealth, we offer an array of services to help you plan for the future you deserve.
- Wealth Management
- Investment Strategies
- Retirement Planning
- Income Planning
- Social Security Maximization
- Life Insurance Solutions
- Long-Term Care Solutions
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