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YOUR FINANCIAL FUTURE

Welcome to Jockey Hollow Financial Services, LLC and thank you for visiting.

This firm was founded to provide objective, customized financial advice to clients of all ages and stages of life that will help them navigate the challenges we all face in today’s rapidly shifting economic landscape, while also identifying appropriate opportunities to help them pursue their unique financial objectives.

If you are preparing for retirement, sending a child to college, or looking for guidance on insurance or investment strategies, I can help you address your most pressing money questions.

By understanding your personal, professional and financial circumstances, and identifying both your financial dreams and fears, we will develop a long-term plan that gives you the opportunity to work towards your financial goals.  This is the foundation of your success.

This site is filled with educational content designed to help you learn more about personal finance. As you explore my site, please e-mail me any questions you may have about investment concepts or products. I will get back to you with a thoughtful answer.

I look forward to speaking with you.

Sincerely,

Michael A. Kaup

Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.