Jepsen Consulting® is a fee-based investment
management and financial planning firm established in 1995 that currently serves hundreds
of investors. PRIMARY FINANCIAL CUSTODIANS - Charles Schwab & Co. FINANCIAL SERVICES PROVIDED
INVESTMENT UPDATES
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November, 2006 Investment Update TESTIMONIALS Select Client Phone Contact Info (agreed by
clients) DOCUMENTS
Schwab
Institutional Change of Address Form
(2 pages)
Schwab
Wiring and ACH Instructions
Comprehensive Financial Questionnaire Template
(13 pages) TAX INFORMATION
IRS - Internal
Revenue Service - IRA Information - Publication 590
(tax year 2007) SOCIAL SECURITY DOCUMENTS
About Your Social Security
Statement
Social
Security Increases 1975-2008 (via
SocialSecurity.gov) CORPORATE INFORMATION
Original Jepsen Enterprises, Inc. SEC Document (archive) LIFE EXPECTANCY RESEARCH Life Expectancy Analysis REAL ESTATE INFORMATION
The
Les Jepsen Real Estate Team
Les Jepsen, Leslie Jepsen, Les Jepson, Les Jespin, Les Jespen, Jes Lepsen, Les Jespen, Nate Jepsen,
Nathan Jepsen, Ron Jepsen, Ronal Jepsen,
Julene Jepsen, Julene Lesher, Steven Lesher, Joshua Lesher, Eric Lesher, Lyle
Jepsen, Mavis Jepsen, Jepsen Consulting, Jepsen Investment Management,
Mastermind Thoughts, Mastermind Ideas, Iowa Hawkeyes, Golden State Warriors,
Sacramento Kings, Bowbells Eskimos, Charles Schwab, Vanguard, The Vanguard
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Management, Leslie Burnell Jepsen, The University of Iowa, Woodbury,
Iowa City, Bowbells, North Dakota, Oakdale Investment Advisers, Woodbury
Investment Advisers,Investment Managementinvestment services
- Schwab Institutional National Service Team
- TIAA-CREF
- Fidelity
- ING Group
- Investment Management
- Wealth Management
- Financial Planning
- Tax Planning
- Statement of Financial Position (Net Worth) Formulation
- Cash Inflow/Outflow Formulation, Planning and Analysis
- Asset Allocation Formulation/Analysis
- Goal Setting and Achievement
- Traditional IRAs and Roth IRAs
- Simple IRAs and SEP-IRAs
- Roth 401(k), Traditional 401(k)
- Annuities
- 403(b) Plans, 403(a) Plans
- 529 Education Plans
- College Education Planning/Forecasting/Spreadsheets
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