At Jaks Financial, we seek to provide trusted guidance and objective advice to our clients. Our goal is to build lifelong relationships with clients and help them pursue financial independence. By working with us, we believe you can benefit from:
Over the course of our years in the financial industry, we have worked with a wide range of clients with diverse needs. As a result, we can address the complex financial needs of individuals, families, and business owners in all stages of their career and life planning. We are also able to utilize the resources of broker-dealer LPL Financial, the largest independent broker-dealer in the country*. This means that we are able to help investors pursue advanced portfolio designs while providing them with boutique, personalized service.
Before we even look at a client's assets, we determine what is important to them and what they want to accomplish. By proactively addressing your financial planning needs and monitoring your strategies as we go, we aim to help you stay on track as you pursue your long-term goals. No question or concern is too small, and we want you to feel comfortable reaching out to us whenever you are looking for advice or guidance.
A Reverse Engineering Approach
Every client relationship begins with an in-depth conversation. We take the time to get to know you, your financial situation, risk tolerance, tax concerns, and goals before making any recommendations. Once we have built the foundation for a solid relationship, we tailor our planning process to your specific needs and preferences. This approach allows us to have a personal, rather than transactional, business.
*As reported in Financial Planning magazine, 1996-2015, based on total revenues.