Helping to Take Confusion Out of Retirement!
With a career spanning nearly four decades, I have been helping individuals and families across Southeastern Wisconsin feel more confident about their financial future since 1985. I take pride in working with my clients to create customized strategies using insurance and financial products tailored to their specific needs – taking the confusion out of retirement planning and offering some peace of mind in the process.
I earned my bachelor's degree from the University of Wisconsin – La Crosse in 1982 and hold multiple licenses and designations, including the Series 6, 63, and 65 securities licenses, as well as the Registered Health Underwriting (RHU) and Life Underwriter Training Council Fellow (LUTC) designations. I'm a long-time active member of the National Association of Insurance and Financial Advisors (NAIFA), a qualifying and lifetime member of the Million Dollar Round Table (MDRT) since 1998 and have served on Chairman's Council at Mutual of Omaha since 1999. These professional accomplishments reflect my ongoing commitment to staying current in an ever-changing industry, striving to provide my clients the best advice possible.
My goal is to make every client feel confident and informed when it comes to their financial decisions. I strive to create a comfortable, approachable experience, one where clients feel supported and never overwhelmed. I live and work in Southeastern Wisconsin with my wife, Sara. We've been married since 1990 and have three wonderful children – Becky, Jake, and Zach – and a grandson, Van. Outside of work, I stay active in the Germantown community through volunteer work and local sponsorships, and I enjoy traveling with family and friends and cheering on the Brewers and Packers.
JVB Financial and Mutual of Omaha are not affiliated.
STEP 1: The opening dialogueTM
Discuss your goals to obtain a financial roadmap
and organize your financial affairs. The way you transfer
your wealth should be a reflection of your values.
STEP 2: THE STRATEGIC FINANCIAL ANALYSISTM
Analyze your current financial position to be aware of your strengths,
weaknesses, opportunities and threats. Receiving an analysis of your
cash flow and net worth will help you know what cash reserves you will need.
STEP 3: THE ULTIMATE SOLUTIONTM
Implement a comprehensive, written strategy to guide you through your
lifetime. You want to feel comfortable knowing that you won't outlive
your money during retirement.
Plan reviews and updates on a systematic basis to help ensure you stay on
course, because having a lifetime resource with a team you can trust is important.
STEP 5: THE family focus planningTM
Maintain an open dialogue to discuss your legacy and provide a
clear vision for the future. You want to enjoy your retirement and
have a plan that allows you to live life on purpose.
For more retirement resources, visit my RetirementTimeTM website.
Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm. Jay Van Beusekom Financial Advisor, LLC and Mutual of Omaha Investor Services, Inc. are not affiliated.