Retirement income planning designed to span your lifetime.

Consider the covered bridge, like those you see here in Iowa – carefully planned, skillfully crafted and uniquely designed to weather the constant bombardment of the elements. Because the builders planned their construction with an eye to the future, these time-proven structures have provided decades of reliable service, making a sure-footed way for travelers to reach their destinations.

Like the covered bridge, your retirement income plan should be constructed with an eye to the future – to enable you to reach the life you envision. That’s why every retirement income plan we create is skillfully crafted and painstakingly designed to help weather challenging economic conditions, enabling you to enjoy the retirement you’ve worked so diligently to achieve. This is why we specialize in retirement income planning – to help hard-working people like you enjoy the retirement they’ve envisioned, whatever it may be.


You may want to consult your tax advisor in regards to the new tax reform bill for 2018 about the possibility of prepaying itemized tax deductions (such as property tax) in 2017.


On June 1st over 260 clients attended our JKA Night at the Kernels event. We would like to thank everyone who was able to make it out! For more details click on the "News & Events" link above.


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Raymond James congratulates Jerry K. Ask on being named a member of the 2017 Chairman's Council

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Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jerry K. Ask Investment Services is not a registered broker/dealer, and is independent of Raymond James Financial Services. To qualify for the Financial Times Top 400 list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM). Qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility.
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