Jesse Coffee
Owner and Lead Instructor at Retirement Intelligence
Based in Eugene, United States
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Seniority
C-Team
Department
Education
Location
Eugene
Industry
Education
Company size
2
Contact information
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j•••••••@retirementintelligence.com
Phone
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Background
About Jesse Coffee
I focus on helping affluent families and business executives that are approaching or enjoying retirement. That includes helping clients meet their retirement income needs, making decisions around Social Security, deciding on Medicare plans, succession planning for business owners as well as planning for the legacy you would like to leave. Transitioning to retirement can be an exciting but scary proposition. My experience helping clients transition to and through retirement has helped us gain deep insight and perspective into the unique wealth management needs of retirees. In the end, my goal is to help clients navigate retirement with confidence and build lifelong relationships along the way.
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