Jkl Wealth Management

I started with retirement income planning 25 years ago when I entered the Wealth Management Industry. The most rewarding part of my business is to see families truly enjoying their retirement fully. Holistic retirement lifestyle planning is a must for clients to capture the just rewards that they deserve after a lot of blood, sweat, and tears to get to their retirement. Health, wealth, along with relationships, are all important to us all, especially when we are done with our working careers. I've learned that in retirement planning, the people who are the happiest have a holistic approach to their retirement. Starting with a floor income plan for retirement that is stable and has the least risk possible can open the client's doors to plan the fun part of their life. Knowing they are comfortable and confident that the base expenses may be covered allows them to then plan for purposeful relationships, hobbies, travel, and charities to work with and that’s what makes all the difference in how they feel in their retirements. John Lohrenz President of JKL Wealth Management (858) 535-1705 john.lohrenz@lpl.com *Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.*