Jennifer Means (CFP®)
Jennifer Means focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
I am a financial planner with TCI Wealth Advisors and have spent my career developing holistic financial plans for individuals and families. Financial plans should be strategic, ethical, and tax efficient while minimizing fees. Additionally, I believe that financial freedom is possible for people at all income levels. I work with clients to take the guesswork out of investing by establishing long-term goals and developing strategies so they’re able to fulfill them as we work together.
NAPFA Start Date
November 16, 2018
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