Get Savvy With Social Security

“We enjoy working with Jarrod because he shares our Christian values and he is dependable to do what he says he will do. We also enjoy working with the entire Confidently Retired team as they all work together to meet our needs. Prior to working with Jarrod, our money just sat in the bank and didn’t grow. Now we have reached and even exceeded our goals for retirement! Jarrod provides understandable answers to our questions and treats us as individuals. Other companies we worked with did not provide that level of personal support and really never knew much about us, individually. Thanks to Jarrod and his team, we are confidently retired!”

“We worked and saved hard for 35+ years. We accumulated, and self managed, a nice nest egg, but it would have been bigger if we had had Jarrod from the start. We attended a class on investing and retirement that Jarrod taught and were impressed. We have been clients now for 8+ years and have complete confidence in him. He is extremely knowledgeable & explains complex options so we can understand them. He keeps our investments safe, but growing. We quit worrying about our investments the day we had our first consultation with Jarrod. Jarrod is our designated caretaker; we don’t do that any more. We highly recommend Jarrod and his firm.”

“After 40 years of self-management of my 401(k) and Individual Retirement Accounts I was approaching my retirement date with uncertainty and trepidation. We attended one of Jarrod Null’s educational dinner events in 2018 and made an appointment afterward to schedule a personal consultation. We were impressed with Jarrod’s grasp of our situation in that consultation and how he was able to turn uncertainty to confidence. He showed us how we could avoid some stock market fluctuations and still earn growth that would sustain us in our lifestyle that we enjoyed while working. His knowledge of the many aspects of financial and estate planning left us with a peace of mind that we had not known while working with a broker and managing our own assets. We have now enjoyed four years of active retirement; we are traveling and spending time with friends and family. You might say, thanks to Jarrod Null, we are Confidently Retired.”

“Jarrod, thank you so much for taking our account and managing it so efficiently. We are so pleased with the decisions you have made and the way you have taken care of our family. The increase in our assets has been greatly appreciated. You have always gone above and beyond to handle our business wisely.”