Area(s) of Expertise or Expert topic area:

• Investment Planning and Management
• Retirement Planning
• Financial Planning and Management
• Tax Planning/Efficiencies
• Estate planning
• Risk Management
• Succession planning
• Business owner retirement planning

Developing customized retirement plans for entrepreneurs and business owners.

Integrating business succession planning with personal retirement goals.

Optimizing retirement plan options for business owners.

Strategies to maximize tax-deferred savings and minimize tax liability in retirement.

Guidance on transitioning ownership and managing business assets for retirement income.

Bio:  

Jessica Bohn is a Financial Advisor and Certified Financial Planner CFP® with ATB Wealth. From the moment I began my wealth management career as an associate several years ago, I was driven by a passion for helping individuals achieve their financial goals. 

As a Certified Financial Planner (CFP) I strive to help individuals, business owners, and rural communities. I bring a unique perspective to financial planning, growing up in a small town where relationships are built on trust and hard work. I’ve carried these values into my career, focusing on helping individuals, families, and business owners achieve their financial goals.

I understand the financial challenges that come with running a farm, managing a small business, or simply planning for the future. My background gives me a deep appreciation for the dedication and perseverance it takes to succeed in these endeavors. Whether it’s crafting a retirement plan, optimizing investments, or ensuring the financial health of a business, my approach is always client-centered and personalized.

My goal is to provide financial guidance that is genuine and straightforward. I work closely with each client to develop strategies that are as practical as they are effective, helping secure financial futures and continue to thrive in the communities we call home.