Jewett Wealth Management

and Insurance Services

“A comprehensive MERIT Plan will take care of you and your family whether you have a Long Life, Short Life, Rough Life, Sick Life and when you finally move into The Next Life” – Charlie Jewett

MERIT PLAN

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Confidential Profile

The Latest

from Jewett Wealth

Renovating Retirement

eBook Available Here

Also Available in the Kindle Store

Two Ways to be Debt-Free

eBook Available Here

Also Available in the Kindle Store

Renovating Retirement

Podcast

Podcast Episodes

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Charlie Teaches

Three Simple Planning Models

The Three INs

You must have at least these
three types of accounts

IN-Case

IN-Come

IN-Crease

The Five Lives of Retirement

Your retirement plan must take good care of you and your family whether you have

LONG Life
SHORT Life
ROUGH Life
SICK Life
and into the
NEXT Life

MERIT Planning model

For living the best retirement possible
Follow this Retirement Planning Model

Mortgage Planning
Estate Planning
Retirement Planning
Insurance Planning
Tax Planning

There's More

The Jewett Blog

Speaking Events

Recommended Books

Questions for Charlie?