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EDUCATION
AND STRATEGY

LEARN AND MAKE INFORMED DECISIONS

FINANCIAL STRATEGY FIRM IN SOUTH CENTRAL PENNSYLVANIA AREA

Traditional financial planning is flawed. “Advisors” recommend what their companies tell them to push.  At Jenkins Financial we see where you are, where you want to be, and how we can help you get there. We lead with education, and let you decide on the path forward. 

This is a strategy focusing on education around tax efficiency. When taxes start to hurt, it is important to understand what your options are. We are NOT accountants, but there are many things basic accountants and advisors do not know that we want you to understand. It is not about doing everything, it is understanding different paths forward. 

WE ARE HIGHLY CREDENTIALED

Here are just a few of ours and what they mean.

A green logo for an accredited financial consultant.
A Chartered Financial Consultant is a professional title earned after successfully completing an extensive program encompassing financial education, exams, and practical experience.

Conferred by the American College, this designation requires the completion of seven mandatory courses and two elective courses. Individuals with this designation are recognized for their expertise in financial matters and their capacity to offer well-informed advice.
A blue and black logo for the club
The Chartered Life Underwriter (CLU) designation is specifically designed for those looking to specialize in life insurance and estate planning.

Regarded as the gold standard in the field, the Chartered Life Underwriter (CLU) is highly esteemed for its expertise in life insurance and insurance planning. Many individuals holding the Certified Financial Planner (CFP) designation choose to complement their credentials by adding CLU, showcasing additional subject-matter proficiency. Attaining this designation involves successfully completing a series of courses and examinations.

A logo for the investment income and certified professional.
A Retirement Income Certified Professional (RICP) is a financial expert specializing in retirement income planning. The RICP designation is awarded to financial professionals who successfully complete the retirement income professionals’ program.

Once certified, RICPs provide guidance to retirees and those nearing retirement on optimizing the use of their accumulated assets. Their aim is to help individuals live comfortably within a realistic budget and avoid prematurely running out of retirement funds.

STRONGER TOGETHER:
BUILDING FINANCIAL SUCCESS
THROUGH COLLABORATION

Empowering businesses and individuals with expert
financial solutions, teamwork, and trust to achieve
lasting prosperity.

DISCOVER MORE TODAY

TRANSFORM YOUR FINANCIAL FUTURE NOW

BOOK A CALL NOW
100 Sterliing Parkway Suite G20 Mechanicsburg, Pennsylvania 17050
(717) 816-8024
josh@jenkinsfinancialstrategies.com
Mon - Thu: 9:00 AM - 4:00 PM
Fri: 9:00 PM - 2:00 PM

Sat & Sun: Closed
View Allen and learn more about Seaside: https://www.seasidewealthadvisors.com 

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