JW Financial Consulting

JW Financial Consulting is a Financial Planner in Mesa, AZ. The firm specializes in helping clients prepare for retirement safely by addressing unique risks such as outliving savings, long-term care needs, and the loss of a spouse. Services include retirement planning, tax planning, cybersecurity education, and retirement refinancing. The firm offers a three-step process: scheduling a meeting to share goals, translating those dreams into actionable steps, and monitoring the plan regularly to ensure it stays on track.

Jerry Whitmire, the CEO, author, and educator, started the firm in 2011 with more than 15 years of experience in financial services. He focuses on education and safe money solutions, aiming to make complex issues simple so clients feel confident approaching retirement. Whitmire wrote the book "The Retirement Endgame," which he offers free to clients and the public. He serves as the Arizona Regional Director for The Foundation for Financial Education (F3E), a nonprofit dedicated to providing free retirement resources. The team includes Andrea Whitmire, who specializes in Medicare and wealth management with seven years of industry experience, and David Rowell, a Medicare specialist and trainer. Other team members include Colleen Miller, the office manager with nine years in financial services, and Robert Terrian, a senior advisor coaching on wills and trusts. The firm also offers on-demand events on topics like minimizing taxes and maximizing Social Security.

The office is located at 2500 S Power Rd STE 217 in Mesa. It sits directly on South Power Road, about a quarter of a mile from Saranac Park and the Mesa Express Library - Monterey Park. The American Institute of Dental Assisting is also nearby, roughly a quarter of a mile away.

JW Financial Consulting holds a perfect 5.00 rating from the customers who have reviewed it. This positive feedback reflects the firm's focus on personalized retirement planning and its commitment to helping clients navigate the financial complexities of this stage of life.

With a dedicated team and a clear process for retirement preparation, JW Financial Consulting serves as a specialized resource for Mesa residents looking to secure their financial future.