Jerix Thekkel - Financial Professional

With Novi Chamber of Commerce – I just got recognized as one of their top fans! 🎉

Looking for professionals who want to add a second stream of income in a well paid financial industry. If you’re open to new opportunities, message me.

Grateful to be recognized as “Highly Recommended by Locals” on Alignable.

I work with families, business owners, and professionals to build structured financial strategies focused on:
• Reducing taxes
• Creating multigenerational wealth
• Protecting income and future goals

At the same time, I’m expanding my network of professionals who are open to building an additional income stream alongside their current career.

If you’re looking to strengthen your financial strategy or explore a partnership opportunity, let’s connect.

Most people focus on growing their money

But here is the truth
It is not about how much you have
It is about how much you keep after taxes

There is a small window in retirement where your taxes are lower
and that is the best time to make moves like Roth conversions

Miss that window
You could end up paying a lot more in taxes later

This is something most people are never shown

If you are within five to ten years of retirement this could make a big difference for you

Message me PLAN and I will walk you through it.

They made millions… but it still wasn’t enough.

Jim Carrey
Al Pacino
Nicolas Cage
Harrison Ford
Hugh Grant

All came out of retirement for one reason: money.

That raises a real question…

👉 If celebrities with massive incomes can run out of money… what does that mean for the average family?

Here’s the truth:
It’s not about how much you earn.
It’s about having a plan that makes your money last.

A solid retirement strategy should:
✔ Cover your basic expenses with guaranteed income
✔ Protect against market downturns
✔ Account for inflation and rising healthcare costs

If you’re 5–15 years from retirement (or already retired), now is the time to get this right.

📩 Comment “PLAN” or message me to review your strategy.

Filed a tax extension?

Most people think it just gives them more time to file…
But smart business owners use this time to reduce how much they pay.

If you’re a business owner, you may STILL have time to lower your 2025 taxes — but the window is closing.

Don’t wait until it’s too late.

Comment or message me “TAX” and I’ll help you see what opportunities may still be available.

Many retirement plans fail not because of poor returns, but because of poor timing.

Sequence of returns risk is one of the most overlooked factors that can significantly impact income during retirement.

A downturn early in retirement combined with withdrawals can permanently reduce portfolio longevity.

This is why effective planning focuses not just on accumulation, but on income strategy, risk management, and capital protection.

If you are within 5 to 10 years of retirement or already retired, feel free to message me PLAN to review your strategy.