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

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

View all articles arrow

Estimate Your RMD

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

College Savings

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

How Long Will Your Money Last?

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

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

View all calculators arrow

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

View all videos arrow