About Us

Founder & CEO

Your Retirement Planning Firm

The ReJoyce Difference

ReJoyce Financial is a full service Retirement Income Planning Firm. Our dedicated team of Advisors primary goal is to make certain our clients have a secure, sustainable, predictable income in their retirement years. We provide alternative strategies that protect our clients and families from high risk investments in their retirement years yet still assures market gains. For clients not yet ready for retirement, strategies that maximize Social Security benefits and reduce benefit taxation are available. Clients can potentially add an additional $200,000 in lifetime benefits and assets to their lives by taking advantage of these ideas.

Finally, ReJoyce Financial offers Final Expense benefits to our clients. This guarantees that our client will have the funeral arrangements and be buried as they wish.

Portfolio Analysis

This analysis will include a comprehensive review of your fixed investments, stocks, bonds, and mutual funds. It will also introduce the “know your investment” model.
 

See All Areas →

Pension Maximization

This will identify and analyze pension income. If no pension option has been selected yet, it will consider all options and help in determining the most viable selection based upon individual circumstance.

See All Areas →

Asset Allocation Review

A very basic approach to financial planning involves a review of allocation based upon 5 major components: Age, Income, Net Worth, Risk tolerance, and Time Horizon. This is used as a starting point to the planning process.

See All Areas →

The ReJoyce Difference

ReJoyce Financial is a full service Retirement Income Planning Firm. Our dedicated team of Advisors primary goal is to make certain our clients have a secure, sustainable, predictable income in their retirement years. We provide alternative strategies that protect our clients and families from high risk investments in their retirement years yet still assures market gains. For clients not yet ready for retirement, strategies that maximize Social Security benefits and reduce benefit taxation are available. Clients can potentially add an additional $200,000 in lifetime benefits and assets to their lives by taking advantage of these ideas.

Finally, ReJoyce Financial offers Final Expense benefits to our clients. This guarantees that our client will have the funeral arrangements and be buried as they wish.

Founder & CEO

Portfolio Analysis

This analysis will include a comprehensive review of your fixed investments, stocks, bonds, and mutual funds. It will also introduce the “know your investment” model.
 

See All Areas →

Pension Maximization

This will identify and analyze pension income. If no pension option has been selected yet, it will consider all options and help in determining the most viable selection based upon individual circumstance.

See All Areas →

Asset Allocation Review

A very basic approach to financial planning involves a review of allocation based upon 5 major components: Age, Income, Net Worth, Risk tolerance, and Time Horizon. This is used as a starting point to the planning process.

See All Areas →