A Dedicated Team

With more than 30 years of combined experience, the advisors of Jochim & Associates strive to help meet the wealth 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. Successful families and business owners work with us to:

  • Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
  • Make informed decisions in today's uncertain political, economic and social environment.
  • Develop tax planning strategies to build or preserve wealth.



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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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