Jensen & Sons

We believe that a secure family is a nation's strength.

Financial planner in Vancouver, WA (show on map)

5.0

★★★★★

2 reviews

A financial services firm in the Pacific Northwest helping clients achieve estate and retirement goals through comprehensive, personal guidance.

Call (360) 334-4774

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About

Jensen & Sons was founded with the goal of assisting clients in every aspect of their financial lives. The firm offers personalized financial guidance across retirement income planning, asset preservation and growth, estate distribution strategies, insurance planning, and tax optimization.

Their approach emphasizes education, understanding of the client's current financial situation, and disciplined strategies to achieve long-term financial independence and peace of mind. The firm operates through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC.

Hands-on, personal approach with experienced professionals

Breadth of experience addressing retiree-specific issues

Depth of knowledge of financial vehicles and options for intricate problems

Focus on education and understanding of client's current financial situation

Comprehensive service covering income, assets, and estate distribution

Reputation for excellence in the Pacific Northwest

Services

Retirement Planning

Helping clients plan for retirement through Social Security optimization, income strategy, and retirement account management.

Social Security benefit maximization Retirement income strategy IRA and retirement account guidance

Estate Planning

Comprehensive estate management including wills, trusts, business succession, and digital estate planning.

Will and trust preparation Business succession planning Digital estate safeguarding Charitable giving strategies

Insurance Planning

Structured insurance strategies to protect loved ones from financial consequences of unexpected events.

Life insurance planning Long-term care solutions Catastrophic illness protection

Investment Strategy

Creating investment strategies designed to pursue risk tolerance, time horizon, and financial goals.

Risk tolerance assessment Time horizon planning Goal-based investment design

Tax Planning

Understanding tax strategies to help manage overall tax situations, including coordination with estate and retirement plans.

Tax strategy coordination Estate tax planning Income tax optimization

Credentials & Certifications

FINRA BrokerCheck

SIPC Member

OneAmerica Securities Registered Investment Advisor

Washington State Life Insurance and Securities License

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

When should I start planning for retirement? +

The sooner the better. Jensen & Sons emphasizes that education and understanding of your current financial situation is vital to making prudent decisions concerning your future financial condition.

How can I maximize my Social Security benefits? +

Taking your Social Security benefits at the right time may help maximize your benefit. Jensen & Sons offers guidance on when and how to elect Social Security.

What is estate planning and why is it important? +

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. It can spell out healthcare wishes and ensure they are carried out, even if you are unable to communicate.

Do I need a will? +

When do you need a will? The answer is easy: Right Now. Effective estate management includes a will as one of the key documents.

What are the key areas Jensen & Sons focuses on for financial planning? +

Jensen & Sons focuses on three key areas: (1) current and future income needs, (2) asset preservation and growth, and (3) estate distribution strategies.

Does Jensen & Sons provide tax or legal advice? +

No. The content is not intended as tax or legal advice. Clients should consult legal or tax professionals for specific information regarding their individual situation.

Is Jensen & Sons affiliated with OneAmerica Securities? +

Jensen and Sons is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial. Securities are offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC.

What makes Jensen & Sons different from other financial services firms? +

Jensen & Sons differentiates itself through its breadth of experience addressing retiree-specific issues, depth of knowledge of financial vehicles, ability to provide options to intricate problems, and a hands-on, personal approach rooted in traditional family values.