JGR Financial Solutions

Your Trusted Partner for a Secure and Comfortable Retirement

At JGR Financial Solutions, we understand that retirement is a significant milestone in your life. It's a time filled with dreams and aspirations, but also anxieties about financial stability and security. We're here to guide you through this crucial phase and empower you to achieve a comfortable and fulfilling retirement.

Who We Are

JGR Financial Solutions is a fee-only, fiduciary financial planning firm led by Justin Rush, a Certified Financial Planner (CFP). With extensive experience and a personalized approach to wealth management, we'll work with you to create a custom retirement roadmap that aligns with your individual goals and aspirations.

What We Do

We offer a comprehensive range of services to ensure your financial plan is tailored to your unique needs:

Retirement Planning

• Comprehensive needs assessment and goal setting
• Asset allocation and portfolio construction
• Tax optimization strategies
• Retirement income planning
• Estate planning and distribution

Financial Planning

• Debt management and consolidation
• Investment management
• Insurance review and recommendations
• Comprehensive financial reviews and progress tracking

Values Guiding Our Work

• Transparency: We are open and honest about our fees and approach to financial planning.
• Fiduciary Duty: We prioritize your best interests above all else.
• Personalized Attention: We take the time to understand your unique goals and concerns.
• Proactive Communication: We keep you updated every step of the way and are readily available to address your questions and concerns.

Our Approach

We believe in a collaborative approach to financial planning, working alongside you every step of the way. We'll explain complex financial concepts in clear and concise language, ensuring you understand the "why" behind our recommendations. This transparency and open communication are crucial for building trust and achieving lasting success.

Ready to Take the Next Step?

Schedule a complimentary Discovery Call with us and let's embark on your journey towards a secure and fulfilling retirement together.