A Dedicated Team

With more than 44 years of combined experience, the advisors of Jochim & Associates strive to help meet the financial planning needs of successful families and business owners. Through a consultative process we help our clients balance their family, personal, and business objectives while coordinating the strengths of all their valued professionals.

  • We are focused on empowering our clients to make better financial decisions.
  • We strive to deliver a comprehensive, customized service in a simplified, accommodative way.
  • We provide access to an experienced team, working together to help with your financial needs.

Estimate what you need for unexpected expenses in retirement

What would it take to protect your retirement assets from the risk of unexpected long-term care expenses? To estimate how much money it would take to help protect your retirement and loved ones from this potential risk might seem difficult, but it’s not.*

Use this tool to get a quick quote on a simple solution that helps you plan for this unexpected risk.


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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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