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Taking Control of Healthcare in Retirement

May 08, 2018 05:30 PM - May 08, 2018 07:00 PM Central Daylight Time
Rochester Golf & Country Club 3100 Country Club Rd SW Rochester, MN

Healthcare will be a major expense in retirement. Are you prepared for it?


Value statement

We provide a world-class and consistent client experience by combining each team member's unique area of expertise with the broader resources of RBC Wealth Management.

Many times we find that what investors want and need is very different from what they actually have.  Our job is to make sure that what our clients want, need, and have are one and the same.

We do three things for our clients.  We help them:

  • Simplify their lives with customized financial solutions.
  • Learn how to take advantage of opportunities while managing risk. 
  • Build and protect a legacy for the ones they love.

In return, we trust when our clients have a question on anything financial, we are their first phone call.


Hope…is not an investment strategy

Thank you for taking the time to visit our website! Our website has been designed to introduce you to The JMS Group, which is comprised of Financial Advisors, Jim Renn, Scott Heck, and Investment Associate, Melissa Mergen. You will also be introduced to our wealth management practice as well as useful tools and resources that will allow you to become more comfortable with your wealth management plan in a complex and ever changing investment world.

We encourage you to explore this website and contact us to discuss whether our disciplined wealth management process is right for you, your family, foundation, endowment or small business. We have expertise in wealth management strategy and planning, investment management & analysis, risk management through insurance.


Global Insight 2018 Outlook

What will an easing of central bank stimulus and an anticipated upswing in global economies mean for your portfolio? We take a look at the macro trends – from debt threats and cryptocurrencies to technology in healthcare – and how they could impact your investment decisions in 2018. Read the full economic outlook in our Global Insight 2018 Outlook