Broker Check
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Planning With Integrity

Customized financial planning that aligns with your values

Learn More
 

Financial Consultant Victoria Texas

Your Personal Financial Consultant In Victoria

Planning for your future is perhaps one of the most important things that you can do early in your life. Working with Jaks Financial and Justin Jaks' expertise, anyone in and around Victoria can strategically plan for their financial future. 

Too often, people leave financial planning for retirement until they are close to retirement age. Unfortunately, this limits your ability to save the amount you need while reducing the benefits of compound interest in building your retirement savings fund.

A Personal Financial Planner in Victoria

There are many different aspects of personal finances that you need to consider. These include retirement planning, estate planning, and tax planning to help you maximize your ability to save money and boost your investments. Unlike other financial advisors, this is not a cookie-cutter process, with each individual or couple having different ideas of what the ideal retirement means. Knowing how you want to spend your retirement allows for more accurate planning to ensure you have the necessary retirement fund.

With genuinely personalized service, Justin Jaks walks with clients throughout the financial planning and goal setting process. With this understanding, he can provide planning with integrity, ensuring your retirement plan aligns with your values and your financial objectives.

Comprehensive Services for Financial Planning and Beyond

In addition to the myriad of financial planning services listed above, Justin Jaks also offers services and support for wealth management, estate planning, and understanding behavioral finance. When integrated into retirement planning, they provide a big picture view of how to plan for the future as well as manage your financial wealth in the present.

Client Centered

The LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide insightful commentary, economic and market guidance, and LPL Researches investment recommendations to help us navigate the year ahead.


Helpful Content

Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

View all articles arrow

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

College Savings

See how much you may need to save now to cover future college costs for your child.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

View all calculators arrow

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

View all videos arrow