Jessica Champion Investments Services
No Commission Financial Advice — Pension, Tax & Retirement Planning.
Retirement Planning for Couples with a Pension and $1M+ Saved
Your pension election, Social Security timing, and Roth conversion decisions are largely one-shot decisions and worth a thorough conversation, or two.
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Guidance on pension elections
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Social Security claiming strategy
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Tax-aware investment management (Roth conversions, RMDs)
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Retirement income strategy
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Ongoing advice & portfolio oversight
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Full investment management
If this sounds like you, let's talk through it.
1
You Built
meaningful retirement savings — a pension, a 401(k), maybe both — and want to use them well.
2
You're Deciding
how to take your pension, when to claim Social Security, and whether a Roth conversion makes sense.
3
You Want
a clear plan, not a sales pitch — someone to walk through it with you and confirm you're not missing anything.
Simple, Transparent Pricing
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A flat annual fee of 1.3% on assets I manage for you, billed monthly.
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No upfront fees or lockups.
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No cancellation charges.
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No hourly billing.
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Full investment management and planning decisions.
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Ongoing access for questions and planning decisions
This is designed to support thoughtful , long-term advice without relying on volume or turnover.