What are you missing from your current plan?
Many traditional financial plans are built around a limited set of solutions — typically stocks, bonds, insurance products, and annuities. While those tools can absolutely play an important role, many advisors are often limited by the products, platforms, or strategies available within their firm’s structure.
Over the past 14 years, Joshua Jenkins and the team at Jenkins Financial Strategies have worked closely with successful business owners, retirees, and accredited investors who introduced a broader way of thinking about wealth. Through those experiences, we discovered that many high-net-worth investors utilize strategies beyond traditional markets — including private credit, private equity, real estate, tax-focused planning, and alternative income opportunities.
Our philosophy begins with education. We believe clients should understand the full landscape of opportunities available to them so they can make informed decisions about their financial future. Depending on an investor’s goals and risk tolerance, alternative investments may offer benefits such as diversification, tax efficiency, income generation, or enhanced long-term return potential in exchange for reduced liquidity and additional risk considerations.
We are highly credentialed - here are just a few of ours and what they mean...
A Chartered Financial Consultant is a professional title earned after successfully completing an extensive program encompassing financial education, exams, and practical experience. Conferred by the American College, this designation requires the completion of seven mandatory courses and two elective courses. Individuals with this designation are recognized for their expertise in financial matters and their capacity to offer well-informed advice.
The Chartered Life Underwriter (CLU) designation is specifically designed for those looking to specialize in life insurance and estate planning.
Regarded as the gold standard in the field, the Chartered Life Underwriter (CLU) is highly esteemed for its expertise in life insurance and insurance planning. Many individuals holding the Certified Financial Planner (CFP) designation choose to complement their credentials by adding CLU, showcasing additional subject-matter proficiency. Attaining this designation involves successfully completing a series of courses and examinations.
A Retirement Income Certified Professional (RICP) is a financial expert specializing in retirement income planning. The RICP designation is awarded to financial professionals who successfully complete the retirement income professionals' program. Once certified, RICPs provide guidance to retirees and those nearing retirement on optimizing the use of their accumulated assets. Their aim is to help individuals live comfortably within a realistic budget and avoid prematurely running out of retirement funds.