BOOK A MEETING

Many Retirement Plans Break Down in the Same Areas: Income, Taxes, and Risk.

You don’t need another portfolio – you need a coordinated strategy.
We help you align your retirement, tax, income, and risk decisions into one plan designed to last.

Start Your Retirement Strategy Session
See How Your Plan Holds Up

The Problem Isn’t Your Investments; It’s How Everything Fits Together

Most people heading into retirement have done a lot right. They’ve saved, invested, and built meaningful assets. But when it’s time to actually live off those assets, things start to break down. Income isn’t structured properly. Taxes begin to erode what they’ve built. Market volatility creates uncertainty at the worst possible time. And suddenly, what looked like a solid plan… doesn’t feel so certain anymore.

That’s not a market problem.
That’s a strategy problem.

We Don't Just Manage Money — We Build Coordinated Strategies.

At Abshire Capital Management, we focus on one thing: Turning your assets into a tax-efficient income strategy designed to support long-term sustainability. That requires more than investment management. It requires coordinating:

  • How your money grows
  • How it’s taxed
  • How it’s protected
  • And how it pays you

All at the same time.
That’s where most plans fall short, and where ours are built differently.

*All investment strategies involve risk, including the possible loss of principal. There is no guarantee that any strategy will achieve its objectives.

R

Retirement

Not just saving—but structuring a plan that lasts through distribution

E

Estate

Ensuring your wealth transfers intentionally, not accidentally

T

Taxes

Reducing long-term tax exposure across every phase of retirement

I

Income

Designing income strategies structured to support your retirement goals, with ongoing adjustments as markets and needs evolve.

*income strategies involve risk and results are not guaranteed.

R

Risk

Repositioning assets to protect against volatility and sequence risk

E

Enjoy

Creating the freedom to actually enjoy what you’ve built

This Isn’t Guesswork.
It’s Strategy.

Meet the People Behind the Strategy
Meet Our Team

Jesse Abshire

wealth manager

Jodi-Kay Perrin

Chief Operating Officer

1

Initial Strategy Call

We understand your current situation, goals, and concerns—and determine if we’re the right fit.

2

Deep Discovery & Risk Analysis

We evaluate your financial landscape and identify gaps, inefficiencies, and exposure.

3

Strategy Design

We build a coordinated plan across income, tax, and risk—tailored to your life.
4

Implementation

We reposition and structure your assets to support the strategy.
5

Ongoing Relationship

We continuously refine your plan as markets, laws, and your life evolve.

Our 5 step process.

Before You Make Another Financial Decision

—Know This

Where is your money actually exposed to risk?

Most people can’t answer that clearly. They know how much they have—but not:

• How much is protected
• How much is at risk
• Or how predictable their income really is

Our Color of Money Risk Analysis gives you a clear, visual breakdown of your financial positioning, so you can make decisions based on clarity, not assumptions.

This is where most clients realize the gap between where they are, and where they thought they were.

GET YOUR RISK SCORE

A Good Plan Looks Fine on Paper.
A Great Plan Holds Up in Real Life.

Let’s make sure yours does.

contact our office

Jodi-Kay Perrin

Chief Operating Officer

Jodi-Kay Perrin serves as COO of Abshire Capital Management, overseeing operations, client experience, and execution support across all client engagements. With a strong background in systems, risk management, and multi-industry operations, she helps ensure the firm delivers services with consistency, discipline, and precision. Jodi-Kay does not provide investment advice.

Jesse Abshire

wealth manager

Jesse Abshire is Founder & Wealth Manager for Abshire Capital Management, focused on helping individuals and families transition from accumulation to retirement income with greater clarity, structure, and confidence. He specializes in retirement distribution planning, tax-aware strategies, risk management, and creating written financial roadmaps designed to help clients pursue their retirement income goals.