In the ever-changing world of complex ERISA 401(k) and 403(b) regulations, fiduciary responsibilities, and financial market volatility, Jeff’s goal is to take a holistic approach to retirement and financial planning, guiding clients on the path to retirement, as well providing post-retirement wealth management advice. As a Registered Representative with FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network, Jeff aims to simplify the complexity of clients’ financial lives by building a successful plan via active listening, proficient plan design, and an in-depth understanding of 401(k) and 403(b) regulations. As the retirement planning industry be