Jeff Loos Chfc Ricp Email & Phone Number | Many families we have talked with have concerns about their current advisor, but rarely make a change because it seems like too much trouble. They are simply not getting enough attention, the communication is poor, their plan is cookie cutter, and they end up crossing their fingers hoping they retire with enough money, but hope is not a strategy. There are three major mistakes in most retirement plans: ➊ The plan pays no attention to tax efficiency or consequences which leads to paying more to the IRS than necessary. ➋ Investment return assumptions are too aggressive and fall short of plan. ➌ The plan doesn’t adequately address the financial risks or disability, bad market performance, or living too long, and puts them at risk of running out of money too soon. After 35 years in the business, we have learned not only what people want and need from their advisors but what they want and need out of their retirement. C&J Wealth Advisors bring extensive experience that ranges from setting up someone’s first investment account all the way to helping retirees get the most out of their retirement distribution and everything in between. There are milestones in everyone’s life that require attention and adjustment to their financial planning. We make sure to adjust your plan by working with you to meet the ever changing goals that arise. If you think you may be at risk of not retiring the way you plan, or you just don’t know if you are positioned the right way, let’s have a conversation. Whether you currently have an advisor or not, I am confident our call will offer insights that will be valuable to your investment future. You can reach me at JLoos@CJWealth.com or call 865.481.0385.

Jeff Loos Chfc Ricp

Many families we have talked with have concerns about their current advisor, but rarely make a chang...
Knoxville, Knoxville, United States

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Jeff Loos Chfc Ricp’s Email jloos@cjwealth.com

Jeff Loos Chfc Ricp’s Phone Numbers 865 481 ****

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Jeff Loos Chfc Ricp’s Location Knoxville, Knoxville, United States

Jeff Loos Chfc Ricp’s Current Industry C&J Wealth Advisors Financial Advisor

Jeff Loos Chfc Ricp’s Prior Industry Capital Financial Group LLC | First Tennessee Bank | Mass Mutual Financial Group

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Work Experience

C&J Wealth Advisors

Personal Wealth Advisor

2010-05-01 00:00:00 - Present

Financial Advisor

1989-08-01 00:00:00 - Present

Capital Financial Group LLC

Financial Advisor

2007-11-01 00:00:00 - 2010-08-01 00:00:00

First Tennessee Bank

Senior Insurance Officer

1998-12-01 00:00:00 - 2007-11-01 00:00:00

Mass Mutual Financial Group

Agent

1989-08-01 00:00:00 - 1998-12-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Jeff Loos Chfc Ricp

Jeff Loos Chfc Ricp is located at
Knoxville, Knoxville, United States

Jeff Loos Chfc Ricp is a Many families we have talked with have concerns about their current advisor, but rarely make a change because it seems like too much trouble. They are simply not getting enough attention, the communication is poor, their plan is cookie cutter, and they end up crossing their fingers hoping they retire with enough money, but hope is not a strategy. There are three major mistakes in most retirement plans: ➊ The plan pays no attention to tax efficiency or consequences which leads to paying more to the IRS than necessary. ➋ Investment return assumptions are too aggressive and fall short of plan. ➌ The plan doesn’t adequately address the financial risks or disability, bad market performance, or living too long, and puts them at risk of running out of money too soon. After 35 years in the business, we have learned not only what people want and need from their advisors but what they want and need out of their retirement. C&J Wealth Advisors bring extensive experience that ranges from setting up someone’s first investment account all the way to helping retirees get the most out of their retirement distribution and everything in between. There are milestones in everyone’s life that require attention and adjustment to their financial planning. We make sure to adjust your plan by working with you to meet the ever changing goals that arise. If you think you may be at risk of not retiring the way you plan, or you just don’t know if you are positioned the right way, let’s have a conversation. Whether you currently have an advisor or not, I am confident our call will offer insights that will be valuable to your investment future. You can reach me at JLoos@CJWealth.com or call 865.481.0385.

Jeff Loos Chfc Ricp currently works in the C&J Wealth Advisors | Financial Advisor |

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Jeff Loos Chfc Ricp has prior
experience in the following industries:
Capital Financial Group LLC | First Tennessee Bank | Mass Mutual Financial Group

Jeff Loos Chfc Ricp has the following professional experience:
C&J Wealth Advisors | Financial Advisor | Capital Financial Group LLC | First Tennessee Bank | Mass Mutual Financial Group