(602) 697-3890
Jerry@JGMFinancial.org

Peoria, Arizona

Schedule a Meeting With Jerry Henige or Call 602-697-3890

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Collegeville, Pennsylvania

  14050 N 83rd Ave, Unit #290 Peoria, AZ 85381
 Office: 602-697-3890
Jerry@JGMFinancial.org

We’ll Plan for the Whole Journey, Together.

The JGM Retirement Resources Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.

Step 1: Discovery

  • Start with your goals & values
  • Establish what you need from an advisor
  • Map out your current financial picture

Step 2: Strategy

  • Evaluate what is needed to reach your goals
  • Review of red flags and opportunities
  • A strategic plan to get you where you want to go

Step 3: Implementation

  • Organize accounts to goals-based investments
  • Complete additional planning areas
  • Establish our plan for communication and connection

JGM Retirement Resources Location

The place to build your future is right down the road.

Surprise, Arizona

15331 W Bell Rd
Surprise, AZ 85374
 Office:  602-697-3890
   Jerry@JGMFinancial.org

Peoria, Arizona

14050 N 83rd Ave
Peoria, AZ 85381
 Office:  602-697-3890
   Jerry@JGMFinancial.org