Jeremy Murray

• CERTIFIED FINANCIAL PLANNER^TM (CFP^®)
• Accredited Investment Fiduciary (AIF®)
• Chartered Retirement Plans Specialist (CRPS®)
• BS, University of Nevada – Las Vegas

I’m proud to work with people who have a strong sense of family and community, are down to earth, and looking to live a long and comfortable retirement. My clients are typically in their mid to late 50s and preparing for retirement. They’ve been saving diligently for decades, but now they’re focused on finding the most efficient strategies for converting those savings into income that’ll last throughout their retirement.

My clients enjoy staying involved in the planning process leading up to and through retirement. Most importantly, they want to know how their savings will help them achieve financial security, and they appreciate that I’ll be here to help their families even after they’re gone.

As a self-proclaimed “numbers guy”, I truly enjoy helping people make sense of something that can feel complicated and overwhelming. Most people don’t grow up learning financial literacy and wealth management. Yet, getting your finances in order is critical as you prepare to transition to retirement—a phase in life where you’ll be entirely financially independent.

I believe money is a tool that can be leveraged to provide the freedom you what. And I always strive to meet clients where they are in life, focus on educating them about their choices, and work to build a plan that’s achievable, comforting, and aligned with their goals.