Jerix Thekkel - Financial Professional

Jerix Thekkel - Financial Professional Empower your family's financial future! Contact me for a no-cost, no-obligation consultation!

As a dedicated financial professional, I provide personalized guidance and education on tax-free retirement solutions and wealth creation strategies.

Looking for professionals who want to add a second stream of income in a well paid financial industry. If you’re open to...
05/13/2026

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 pro...
05/07/2026

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 moneyBut here is the truthIt is not about how much you haveIt is about how much you k...
04/23/2026

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 CarreyAl PacinoNicolas CageHarrison FordHugh GrantAll came out of ret...
04/18/2026

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 ...
04/16/2026

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.

04/06/2026

More income… but still feel stuck?

Earning $200K+ doesn’t guarantee wealth.
Rising taxes, expenses, and lifestyle creep keep many high earners just getting by.

The difference isn’t income — it’s strategy.

Focus on:
• Tax efficiency
• Income protection
• Wealth building

If this resonates, message me “PLAN.”

Many retirement plans fail not because of poor returns, but because of poor timing.Sequence of returns risk is one of th...
04/04/2026

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.

Grateful to have completed the Certified Financial Security Leader: Leading Yourself program from Finseca.One powerful r...
03/13/2026

Grateful to have completed the Certified Financial Security Leader: Leading Yourself program from Finseca.

One powerful reminder from this experience:
Leadership starts with leading yourself first.

Before we can guide families, mentor new professionals, or build strong teams, we have to commit to continuous growth, discipline, and personal development.

Excited to keep learning, growing, and helping more families build financial security.

03/12/2026

Retirement balances are rising… but so are 401(k) loans and withdrawals.

The biggest threat to retirement isn’t always the market — sometimes it’s money leaving the account early.

Curious if your retirement plan has leaks?
Text “401K” and I’ll share a quick review.

Jerix Thekkel
Financial Services Professional
734-508-2021

03/10/2026

Recent tax law changes introduced new rules and deductions that could impact retirement planning.

Understanding these updates early can help create a more tax-efficient retirement strategy.

If you’re within 10–15 years of retirement, reach out for a complementary review

Address

38345 W 10 Mile Road, Ste 320
Farmington Hills, MI
48335

Opening Hours

Monday 11am - 9pm
Tuesday 11am - 9pm
Wednesday 11am - 9pm
Thursday 11am - 9pm
Friday 11am - 9pm
Saturday 11am - 9pm

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