Highly Customized Planning With Local Experts

SECURE Your Financial Freedom

Limited Availability!

Retire Abundantly Process

  • Create Clarity Around Your Retirement

  • Be Confident You Have The Resources to Last Your Lifetime

  • Eliminate Unnecessary and Excessive Taxes

  • Bespoke, Customized Wealth Management

  • Have Peace of Mind so You Can Live Your Best Life

  • We walk you through the process to identify where you are financially, “in real time.” During this process we discuss your personal and corporate goals, objectives and pitfalls, that you may or may not be aware of.

  • Once we know your current situation, we look to your future. What goals do you want to achieve? What legacy do you want to leave? A legacy is more than just your estate, it's diving into what values you want to preserve.

  • Our plan will include all the moving parts connected to your family's financial well-being, including tax strategy, retirement planning, investment management, insurance design and estate planning.

  • Once the path has been outlined and the plan created, we meet in-person to introduce, consider and fine-tune your financial plan.

  • Over time, we periodically review your Retire Abundantly plan to ensure as your goals and objectives change, we change with you so meet your desired outcomes.

Finance, Wall Street Journal’s Market Watch, Business Insider, Boston Herald, Associated Press, LA Financial Times and others.

Bokenfohr is a Co-Author of RETIRE ABUNDANTLY and RETIRE Like A SHARK, with Kevin Harrington, original Shark on ABC TV’s Emmy award- winning international hit series Shark Tank.

Scott Bokenfohr is a Financial Educator, Author, Speaker and Wealth Advisor, whom you may have seen in Yahoo

As the Founder and CEO of SJB Wealth Management Inc., Scott and his team help business owners, professionals, retirees, and widows upgrade their lifestyle, preserve their hard-earned wealth and pass on a lasting legacy.

  • Business Owner

    “Very professional and caring company. He sat with me many times to help me direct my finances in the best way FOR ME. I recommend this business to my friends and my workers within my own business.”

    - Zac Phillips

  • Retirees

    “We appreciate the work that Scott has done on our retirement file. He has gone to work for us to get the best portfolio possible.”

    - Hubert and Karen Kallen

  • Professional

    “Scott Bokenfohr is a seasoned Financial and Insurance Advisor with Charter Wealth and my personal adviser as well on financial matters. He is keen on details, soft spoken and excellent verbal and communication skills. He is knowledgeable of the financial markets and always has his clients' interest at the top of his mind.”

    - Prashant

Contact Us

Hours
Monday–Friday
8am–3pm

Phone
780 237 9630