Jessica Champion, RICP®

Face-to-face retirement planning for good savers in Central NY | Fee-Only

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Jessica Champion Investment Services Jessica Champion, RICP® she/her
Chittenango, NY

Face-to-face retirement planning for good savers in Central NY | Fee-Only

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Areas of Focus

  • Employee Benefits
  • Estate Planning
  • Financial Planning
  • Inherited Wealth
  • Investment Management
  • Retirement Income Planning
  • Social Security Optimization
  • Tax-Efficient Planning
  • Women & Wealth

About Jessica Champion, RICP®

In a digital world, face to face still matters. 🤝

Hi, I'm Jess. I grew up in Central New York, and now I help my neighbors retire well: married couples who are good savers, within five years of retirement or newly retired.

What I help with:
🏛️ Pension decisions: lump sum vs. monthly, survivor options
📅 Social Security timing
🔄 Roth conversions and tax planning
💼 403(b) and 457 rollovers
🏡 Estate planning, coordinated with your attorney

I regularly work with NYS employees (NYSLRS), federal employees (FERS), and Verizon retirees. No pension? You're still welcome here.

📍 Face to face in Chittenango, or by phone or video. Serving Syracuse, Liverpool, Cortland, Manlius, and Central New York.

I started my firm in 2025 because too many people felt underserved or overcharged. Here, you get time for every question, and no one judges your morning coffee. ☕

Professional Designations

  • Retirement Income Certified Professional (RICP)

Affiliations

  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

11 Pottery Road, Chittenango, NY 13037

Additional Locations

📍 Cortland, NY

📍 Seneca Falls, NY

📍 Syracuse, NY

📍 Manlius, NY

📍 Liverpool, NY

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

📞 Click "Book Intro Call" for a free, no-pressure conversation. We'll cover: • What made you reach out • Where you are today • Where you want to go That's it. No pitch.

Offers Investment Management

Yes

About Jessica Champion Investment Services

A fee-only fiduciary firm serving a limited number of households in Central New York, mostly married couples who are good savers, near or in retirement.

✅ What I do
One plan that connects your pension, Social Security, 403(b)/457, taxes, and investments, so every piece works together.

🤝 Why work with me
• Fee-only fiduciary: I'm legally required to act in your best interest
• No commissions, no product pitches, no sales quotas
• A limited number of households, so you get real time

💲 Simple, transparent pricing
• Flat annual cost of 1.3% on assets I manage, billed monthly
• Nothing upfront, no lockups, no charge to leave
• No hourly billing
• Includes full investment management and ongoing planning advice

Investment advisory services are offered through Champion Method LLC, doing business as Jessica Champion Investment Services, a Registered Investment Adviser in the State of New York.

Education

Le Moyne College, Masters degree, Masters of Science in Teaching; Bachelor of Arts (B.A.), English, concentration communications minor in psychology

Hobbies and Interests

  • Baseball
  • Cars
  • Family
  • Foodie
  • Hockey
  • Painting
  • Shopping
  • Softball
  • Traveling
  • Yoga

Who We Serve

  • Baby Boomers
  • Blended Family
  • Couples
  • Dual Income Family
  • Families
  • Federal Law Enforcement
  • Government Employees
  • Healthcare Professionals
  • High Net Worth
  • LGBTQ Couples
  • Living in Retirement
  • Pre-Retirees

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Get answers to frequently asked questions regarding the services offered by Jessica Champion, RICP® View Disclosures

FAQs

Who does Jessica Champion Investments work with?
We work primarily with working professionals trying to figure out retirement, with particular experience serving professionals who have unique financial moving parts such as pensions, 403(b)s, 457s.
Is Jessica Champion Investments a fiduciary, and how do you get paid?
Yes, we act as a fee-only fiduciary, which means we are legally and ethically bound to act in your best interest. We do not accept commissions or sell products, so our guidance is not tied to product sales or corporate sales quotas.
Can you help me plan for retirement if I have a pension, 403(b), or 457 plan?
Yes, we specialize in comprehensive planning that connects every piece of your financial life, including pensions, 403(b)s, 457s, taxes, and investments, so we can look at the whole picture and help you build a clear strategy for retirement.

FAQ Disclosures

Still have questions? Contact us today and we’ll be happy to help.