Comments on: Michael Jensen, CFP® https://wealthtender.com/financial-advisors/michael-jensen-cfp/ Enjoy life more with less money stress. Sun, 25 Feb 2024 20:07:39 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: jose https://wealthtender.com/financial-advisors/michael-jensen-cfp/#comment-11501 Thu, 28 Sep 2023 22:17:17 +0000 https://wealthtender.com/?post_type=provider&p=22006#comment-11501 I am looking into investing in financial products like annuities, something to provide me with a steady income stream in my retirement. I have a couple million dollars in savings I am looking to put towards that.

I have a couple questions for you:

Question 1: Are you a fiduciary?
Question 2: What are my all-in costs?
Question 3: What is your fee structure?
Question 4: What is your investment philosophy?
Question 5: How will we work together?
Question 6: What are your Qualifications?
Question 7: What asset allocation will you use?
Question 8: What investment benchmarks do you use?

Regards

]]> By: William Fitz https://wealthtender.com/financial-advisors/michael-jensen-cfp/#comment-7332 Wed, 10 Aug 2022 21:01:48 +0000 https://wealthtender.com/?post_type=provider&p=22006#comment-7332 Michael
My wife and I, ages 63/61 are interested in developing a comprehensive retirement plan independent from our 401K/IRA provider. We live in so. Orange county
Please contact us or give me a call to discuss 310-990-7073.

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