ABOUT US
Jorgensen Financial
Hello, my name is Tim Jorgensen. As a career firefighter, I've dedicated my life to helping others during their most critical moments. Five years ago, my personal journey took a profound turn when I lost my mother. Her passing revealed the challenges that arise when proper financial planning is overlooked—without a will, trust, or essential financial safeguards, settling her affairs became an overwhelming task for my family.
This experience inspired me to become a financial professional. I realized that helping people isn't just about immediate emergencies; it's also about preparing for the future. My mission is to assist individuals and families in growing, protecting, and transferring their wealth effectively. By combining my commitment to service with financial expertise, I aim to ensure that others are better prepared for life's uncertainties.
I'm passionate about empowering you with the knowledge and tools to make informed financial decisions. Together, we can create a personalized plan that secures your financial well-being and provides peace of mind for you and your loved ones.
OUR VALUES
We believe that everyone, regardless of their background or circumstances, deserves the opportunity to live a rich and fulfilling life in all five areas of fulfillment (Faith, Family, Finance, Fitness and Fun), where every aspect of their life can flourish.
What we do
Customized Financial Solutions
We offer a comprehensive range of financial solutions tailored to meet the diverse needs of individuals, families, and businesses. We believe in an approach to financial well-being that encompasses wealth creation, protection, and transfer.
Our solutions are designed to empower you to achieve your financial goals, secure your legacy, and make a meaningful impact on your family, community, and beyond.
Our Trusted Partners
As part of our commitment to our clients, each of our providers we partner with are
A rated or higher by industry standards.
All the services you need,
in one place
Tax Free Retirement
Explore Tax-Free Retirement. Grow your savings without the tax burden and secure a brighter financial future.
401k, IRA, & Retirement Account Rollovers
Our 401(k) rollover service is aimed at safeguarding your retirement savings and providing a source of guaranteed income in retirement.
Business Owner Plans
Tailored financial strategies for entrepreneurs, ensuring sustainable growth, asset protection, and a smooth succession, positioning your business for long-term success.
College Funds
Secure your child’s future with the Million Dollar Baby College Fund. Invest today for a brighter tomorrow with flexible plans tailored to your needs, turning aspirations into achievements.
Life Insurance & Living Benefits
Safeguard your loved ones’ future and financial well-being, ensuring peace of mind with coverage that extends beyond life’s uncertainties to include critical illness support.
Infinite Banking & Family Banks
Harness the power of generational wealth planning, creating a family-centric financial ecosystem that fosters growth, stability, and legacy preservation for generations to come.
Market Loss & Asset Protection
Shield your investments from the unpredictability of market losses while ensuring robust asset protection. Navigate financial tides confidently, safeguarding your wealth and legacy from unforeseen risks.
Estate & Legacy Planning
Craft a lasting blueprint for your assets, ensuring they are distributed as you envision while preserving your legacy and providing clarity and security for future generations.
Are You Ready to Empower Your Financial Future?
Starting your path to financial freedom begins with setting clear financial goals, creating a disciplined budget, and consistently saving and investing to build a secure foundation for your future.
How our client process works
Your Financial Success Plan
Step One: Complimentary Financial Consultation
Our initial zoom (or in person) meeting will be to get to know you and your goals for the future. We will also teach you financial concepts and if we are a good fit, we will proceed to Step Two.
Step Two: Strategy Meeting
During this meeting, we will gather specific information that will allow us to help you achieve your financial goals. This will help us assess your current financial situation.
We will then organize your information and craft a personalized plan that evaluates and compares all available options from more than twenty companies.
We do all of this at no cost to you.
Step Three: Present Your Customized Proposal & Implementation Process
During this meeting, we will present your strategy and make any changes if necessary.
These strategies may include life insurance strategies, principal protection plans, tax-free retirement accounts, children's accounts, and options for preserving your wealth and providing a source of guaranteed income for life.
If you like the plan, we'll begin the application process for each account.
Step Four: Annual Review Meetings
Each year, we'll schedule a short meeting to assess your existing accounts and adapt them to accommodate any changes that may have taken place over the past year to include any life changing events, changes in employment, changes in interest rates or the stock market, etc.
Learn More About The Business Opportunity
We’re transforming the financial landscape, one entrepreneur at a time. We’re not just building a business; we’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.
We believe that everyone, regardless of their background or experience, deserves the opportunity to live a rich and fulfilling life. By joining our agency, you become part of a dynamic community dedicated to helping families secure their financial future, achieve their dreams, and create a lasting legacy. Together, we’re turning dreams into reality, one success story at a time.
