Jeremiah Hooker
Financial planning becomes more important as you the decisions get more complex.
You've worked hard to build your wealth. Over time the financial questions become more related.
Here are some of the questions people ask when we start a relationship:
* When can I comfortably retire?
* How should I turn my investments into retirement income?
* Am I making tax-efficient decisions?
* Should I consider Roth conversions?
* How should my investment strategy change as retirement approaches?
* Are my estate and charitable goals coordinated with the rest of my plan?
As a CFP® professional, I help individuals and families organize these decisions into a coordinated financial strategy designed around what matters most to them.
I especially enjoy working with people approaching retirement and retirees, and professionals whose growing financial complexity makes thoughtful planning even more important.
What Clients Can Expect
1. Clear communication: Replies within one business day and proactive check-ins.
2. Planning first: Written plans with action steps and accountability.
3. Fee transparency: Plain-English Explanations of costs before you hire us.
-CFP® practitioner
-Based in Short Hills, NJ
When I'm not helping my clients, you'll find me playing golf or spending time with my church community. I live in Short Hills, and cheer for Detroit sports teams (I grew up in East Grand Rapids, Michigan).
- Introductory Conversation (15 Minutes): Let's understand what's prompting the conversation and determine whether working together makes sense.
- Discovery (1 hour): We discuss what you're trying to accomplish with your wealth, your current concerns, and your overall financial picture.
- Recommendations (1 Hour): Before deciding whether to work together, you'll see the opportunities we've identified and our recommended priorities through a personalized financial plan.
- Decision: You can decide whether you'd like us to help you implement and manage the strategy.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
