Donna S. Jenkins,

Retirement isn’t just a phase of life—it’s an opportunity to live the life you’ve worked so hard to build. As a retirement planner with over two decades of experience, I specialize in helping individuals who want to turn their retirement goals into reality. My approach goes beyond numbers; it’s about creating a strategy that supports your vision for the future while adapting to life’s inevitable changes.

Whether you’re preparing for retirement, newly retired, or well into enjoying this stage of life, I can help you navigate key areas such as income planning, investment management, Medicare enrollment, and protecting your legacy. Together, we’ll build a personalized plan that evolves with your needs and empowers you to live confidently today and in the years ahead.

I hold advanced designations, including CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant), and am Certified in Long Term Care®.  As a member of NAIFA (National Association of Insurance and Financial Advisors), I stay connected to the latest in financial planning to provide exceptional value to my clients.

I find comfort in the simple things like exploring the outdoors through hiking, camping, fishing, and bird watching. Growing up and raising my children in Iowa, I truly appreciate all that make our communities special. As a grandmother, it’s exciting to experience a growing family.  It’s such a joy to experience and adventure with family and friends.  Life is a wonderful journey!

Whether you’re planning for retirement or looking for guidance to make the most of your retirement years, I’m here to help. Let’s work together to create a plan that turns your vision into a thriving reality.