It's Your Era. Retirement On Your Terms.
After decades of saving, planning, and working hard, retirement isn’t a distant dream anymore—it’s here. It’s your time for family, hobbies, adventures, and the freedom you’ve earned.
PERSONALIZING YOUR GOALS
You’ve built a life, a nest egg, and a future—now it’s time to enjoy them. Retirement should reflect your priorities, not someone else’s. Whether that means relaxing at home, exploring new experiences, or savoring each day on your own terms, your plan should support the life you want to live.
At Chloey Wealth, we take the time to understand your ambitions, your family, and the lifestyle you envision. Then, we craft a financial plan designed to make those goals possible—so you can spend your days on what brings you the most meaning and joy.
CONFIDENCE COMES FROM A PLAN
Even after years of careful saving, retirement can feel complex at times. How much can you safely spend? How should you handle Social Security or Medicare? What about taxes
and healthcare?
We help simplify these decisions with strategies that preserve your savings and support the lifestyle you want. From investment guidance and income planning to tax-smart withdrawals and long-term independence, we handle the details so you can focus on the joys of retirement—not the worries.
FREEDOM TO SAY YES
With a clear, confident plan, you can embrace retirement with ease. Your financial independence will allow you to chase new opportunities, spend time with loved ones, and live life without hesitation.
YOUR NEXT CHAPTER STARTS HERE
This new chapter isn't the end of your story—it’s the beginning of the life you’ve been planning for decades. Chloey Wealth is here to help you step into it with a strategic plan that works for you. Because you’ve earned this, and it should be everything you’ve imagined.
“A financial plan is more than a spreadsheet of numbers. it’s having clarity, direction, and confidence in the life you’re building and the people you care about.”
A PARTNER IN YOUR FINANCIAL FUTURE.
At the heart of this woman-led wealth management firm is leadership that blends expertise, smart strategies, and a shared passion for empowering clients to take charge of their financial futures.
Jenna is a second-generation financial advisor from Lincoln, Nebraska. With nearly two decades of experience in the industry, she brings clarity, confidence, and compassion to wealth management. She specializes in building lasting relationships, creating personalized strategies, and helping clients prepare for each financial milestone. Jenna is especially passionate about empowering women and families to make informed, value-driven financial decisions.
Outside of her work, Jenna is involved with Lincoln’s nonprofit community. She has served on multiple boards and founded a nonprofit supporting women entrepreneurs. She lives in Lincoln with her husband, Jared, their two sons, Andrew and Henry, and their dog, Chance. She enjoys golfing, dancing, and attending live theater and concerts. Jenna holds a Master of Architecture from the University of Nebraska-Lincoln, along with Bachelor of Science degrees in both Design and Civil Engineering.
READY TO GET STARTED?
Whether you’re ready to take the next step or just have a few questions, we’re here to listen, guide, and help you move forward.
5550 S. 59TH ST.
STE. 26, LINCOLN, NE
(531) 249-0170
CHLOEYWEALTH.COM
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.