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We work to help you with your retirement.
We help ensure every client receives a plan tailored to their unique needs and goals. Our mission is to create wealth strategies that empower our clients to retire with confidence and peace of mind.
Mission Statement
Our Core Promise
To serve clients with customized and adaptive investment and retirement strategies that evolve with their lives—grounded in integrity, education, and trust, and strengthened through long-term relationships and client-first values.
Our Process
Three Simple Steps
Simplifying your journey to financial confidence.
1. The Introductions
In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.
2. Building Your Plan
I am a Registered Financial Consultant, Certified Estate Planner, and CEO of Jenkins Wealth & Retirement Solutions. I am an independent agent licensed in Florida, Ohio, Massachusetts, Wisconsin, Maine, and West Virginia. My company is a faith-based agency putting God's purpose before profit.
3. Proactive Management
As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to ensure that you are always on target to achieve all your financial goals and objectives.
Meet the Owner
Charlene Jenkins

I am a Registered Financial Consultant, Certified Estate Planner, and CEO of Jenkins Wealth & Retirement Solutions. I am an independent agent licensed in Florida, Ohio, Massachusetts, Wisconsin, Maine, and West Virginia. My company is a faith-based agency putting God's purpose before profit.

In 2011, I relocated to Leesburg, Florida, from Cincinnati, Ohio. I began my estate and financial services career over 28 years ago, working for various attorneys and as an agent for First Financial Estate Planners.

In March 2017, I opened my own office with the intent of providing superior customer service and offering customized products and strategies. We work with clients at all levels, serving as their single point of contact for all financial matters.

Throughout my career and continuing education, I've obtained various licenses to advance my knowledge in retirement planning, retirement consolidation, life insurance, annuities, estate planning, Roth IRA conversions, long-term care, and Medicare. We help our clients through the development, implementation, and maintenance of their personalized investment plan. Following this approach, we assist clients through the wealth accumulation, preservation, distribution, and transfer phases of their lives.

Credentials
  • Chief Executive Officer (CEO)
  • Licensed Life, Annuity & Health Agent
  • Registered Financial Consultant (RFC®)
  • Certified in Social Security Strategies
  • Certified Estate Planner (CEP®)
  • Notary Public

Chief Executive Officer (CEO)
Licensed Life, Annuity & Health Agent
Registered Financial Consultant (RFC®)
Certified in Social Security Strategies
Certified Estate Planner (CEP®)
Notary Public

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Complimentary Consultation
Schedule a complimentary consultation with our experts to review your needs and create a personalized plan for your financial peace of mind.
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