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 Advisor Services)
- TIAA-CREF
- The Vanguard GroupFINANCIAL SERVICES PROVIDED
- Investment Management
- Goal Setting and Achievement
- Wealth Management
- Financial Planning
- Statement of Financial Position (Net Worth) Formulation
- Cash Inflow/Outflow Formulation, Planning and Analysis
- Asset Allocation Formulation/Analysis
- College Education Planning/Forecasting/Spreadsheets
- Tax PlanningACCOUNT TYPES
- Taxable Accounts
- Traditional IRAs and Roth IRAs
- Simple IRAs and SEP-IRAs
- 401(k) and the new Roth 401(k)
- 403(b) Plans, 403(a) Plans
- Annuities
- Defined Benefit Plans
- Keogh Plans
- Health Savings Accounts
- 529 Education Plans
WORKSHEETS
Goals Worksheet (NEW)
INVESTMENT UPDATES
Download Adobe Acrobat Reader (Version 8.1.1, Windows XP, English)
TESTIMONIALS
Select Client Phone Contact Info (agreed by clients)
PERSONAL DEVELOPMENT
DOCUMENTS
Comprehensive Financial Questionnaire Template (13 pages)
CORPORATE INFORMATION
Original Jepsen Enterprises, Inc. SEC Document (archive)
TAX INFORMATION
IRS - Internal Revenue Service - IRA Information - Publication 590 (tax years 2008, 2009)
IRS First-Time Homebuyer Credit - Form 5409
SOCIAL SECURITY DOCUMENTS
About Your Social Security Statement
Social Security Increases 1975-2010 (via SocialSecurity.gov)
LIFE EXPECTANCY RESEARCH
GOVERNMENT INFORMATION
American Investment and Recovery Act of 2009
REAL ESTATE INFORMATION
Les Jepsen
Leslie Jepsen
Les Jepson
Les Jespin
Les Jespen
Jes Lepsen
Les Jespen
Nate Jepsen
Nathan Jepsen
Ron Jepsen
Lyle Jepsen
Mavis Jepsen
Jepsen Consulting
Jepsen Investment Management
Mastermind Ideas
Iowa Hawkeyes
Golden State Warriors
Sacramento Kings
Bowbells Eskimos
Charles Schwab
Vanguard
The Vanguard Group
Charles Schwab & Co.
Schwab Institutional
Google
TIAA-CREF
Fidelity
Minnesota
Business
Cosulting
Jepsen Enterprises
The Les Jepsen Team
The Les Jepsen Group
The Jepsen Group
,
Schwab
Jepsen Asset Management
Jepsen Management
Leslie Burnell Jepsen
Bowbells, North Dakota
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