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.
- Schwab Institutional National Service Team
- TIAA-CREF
- Fidelity
- ING GroupFINANCIAL SERVICES PROVIDED
- 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
INVESTMENT UPDATES
Download Adobe Acrobat Reader (Version 8.1.1, Windows XP, English)
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,
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