Broker Check

About Us

The Retirement Income Challenge

Along with a complicated financial system, people are living longer today then ever before. As a result, Americans are not only responsible for accumulating a retirement nest egg amidst turbulent times, but for shifting their focus to income when the time comes to fund their retirement... (read more)


Our Approach

Each person’s needs and wishes differ significantly. With a lifetime of accumulated wisdom and a specialty in structuring retirement income, Sandra takes your concerns to heart and customizes solutions that respect your priorities... (read more)


Meet Sandra

Sandra Jerke invests her time and energy to make a demonstrable, positive difference in people’s lives. Whether she is volunteering as her church’s treasurer, giving polio vaccinations to children in Ethiopia, serving on the board of directors at Trinity College, or sponsoring the local Alzheimer’s Memory Walk, Sandra brings passion and commitment to everything she does... (read more)