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Client Newsletters

Written by Derek W. Jensen   
Wednesday, 05 August 2009 15:38
Volume 3, Issue 3If you own a car, then you know it requires regular servicing in order to perform well and be reliable. More than likely, your car came with a recommended schedule for service, based on how many miles it has been driven. After a certain number of miles, you need to change the oil, replace the brake pads, rotate the tires, and so on.

If you have a newer car, you probably have an irritating dash light that comes on when it's time for service and stays on until the mechanic...

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Written by Derek W. Jensen   
Wednesday, 17 June 2009 20:22
Volume 1, Issue 2

No one likes to think about the possibility of their own disability or the disability of a loved one. However, as we'll see below, the statistics are clear that we should all plan for at least a temporary disability. This issue of The Wealth Advisor examines the eye-opening statistics surrounding disability and some of the common disability planning options.

Most Americans Will Face At Least a Temporary Disability
Study after study confirms that nearly everyone will...

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Written by Derek W. Jensen   
Wednesday, 17 June 2009 20:22
Volume 1, Issue 1

The purpose of this newsletter is to inform you of changes in the law and to provide planning information and general financial news. These newsletters also give me a chance to share new techniques to enhance your planning, as well as to help you to stay current with tactics designed to maximize the effectiveness of your plan. I hope you will read each newsletter carefully to keep up to date on these important topics. Please feel free to contact me if you have any questions...

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Written by Derek W. Jensen   
Wednesday, 17 June 2009 20:22
Volume 1, Issue 3

This issue of The Wealth Advisor addresses a topic that is important to many Americans yet is sometimes misunderstood - trusts. In the right circumstances, trusts can provide significant advantages to those who utilize them, particularly in protecting trust assets from the creditors of beneficiaries.

Admittedly this can be a complex topic, but you see its implications in the headlines every day. This newsletter attempts to simplify the subject and explain the general...

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Written by Derek W. Jensen   
Wednesday, 17 June 2009 20:22
Volume 2, Issue 1For many pet owners, pets are members of the family. These individuals often say that if something happens to them, they are more concerned with what will happen to their pets than to their children or spouse.



This issue of The Wealth Advisor examines the issues surrounding caring for pets after the disability or death of the pet's owner. Given the feelings of many individuals towards their pets, and the costs of care and longevity of some types of pets, planning in...

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