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About Jeff

"Dedicated to making your retirement more successful, land less stressful."

"As a fiduciary, it is my job to both have the experience to make the best recommendations for you, but to also ensure you know the 'why' behind it. 

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Top Shelf Wealth Management was created with one goal, to make your retirement process simple, less stressful, and to help you understand the what and the why we make the recommendations to do with your portfolio.  If you don’t understand the plan, I don’t know my job well enough.

Jeff's Bio

Jeff Riesberg has been a holistic financial planner since 2006.  Jeff was previously in the US Navy serving as a Seabee for 5 years.  Jeff has been working with individuals primarily throughout his career up to and throughout retirement.  Jeff has an extensive background in working through long term care coverage and Social Security planning.  Jeff’s work with Advisor Share Wealth Management allows him to build very customized solutions to his clients that help him meet the needs of his clients.  This all means that he can help you through the “rest” of your plan beyond what to do with your assets but also all the other decisions that need to be made in concert with your investments.

 

​Jeff is married to Baillie and has 5 kids, Jacob, Hunter, Aubrey, Libby, and Harper.  He enjoys spending time with the family and all their activities.  He also enjoys watching sports but primarily baseball and football. 

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Jeff received his Bachelor of Business Administration with a minor in finance from Bellevue University. 

(C)Copyright 2023 Wealth2k, Inc. All rights reserved. The Income for Life Model is a registered trademark of Wealth2k, Inc.

Jeff Riesberg and Wealth2k, Inc. are not affiliated.

 Peace of Mind Planning LLC, dba AdvisorShare Wealth Management (“ASWM”) is an investment adviser registered with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill or training. ASWM is not a law firm or accounting firm and does not provide legal or accounting advice. Please be advised that we cannot rely on e-mail requests to authorize, direct, or effect the purchase or sale of any security, wire transfer, or to affect any other transactions. Such requests, orders, or other instructions sent by email will be confirmed verbally prior to their anticipated execution. For current clients, please remember that it remains your obligation to contact us if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate or modify any restrictions on the management of your account(s). Until we are so notified, we will continue to rely upon and provide our services pursuant to your most recently provided information.

 

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WEALTH2K, INC. DOES NOT PROVIDE INVESTMENT ADVICE.
The projections or other information generated by The Income for Life Model calculator related to total returns are hypothetical illustrations of mathematical principles that do not predict or project the performance of an investment or investment strategy. The computations of future returns are based upon assumed variables and inputs made directly by the user and does not guarantee future results. Moreover, the computations do not reflect investment costs or taxes, if any.

The Income for Life Model, Hybrid Time-Segmentation and ROI Reliability of Income are registered trademarks of Wealth2k, Inc. Three Big Risks, Constrained Investor, What's My Income, What's Your Income? and Income Floor are trademarks of Wealth2k, Inc. Knowing Your Number is Not the Same as Knowing Your Income is a service mark of Wealth2k, Inc.

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Investing involves risk and you may incur a profit or a loss. There is no guarantee this model will perform as planned. If the model underperforms, the income levels and assets could be significantly reduced.

Purchase of an annuity contract through a qualified plan does not provide any additional tax-deferral benefits beyond those already provided through the plan. If you are purchasing an annuity contract through a plan, you should consider purchasing it for its death benefit, annuity options, and other non-tax-related benefits

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