We document your goals and then compare them to your current portfolio. We use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals. Since 2011 Our team has helped businesses and individuals safeguard their assets and plan for the retirement they want.
Our full service firm offers an array of services such as Professional Consulting, Investments, Insurance, Asset Protection and Estate Planning. Our firm is passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends and reducing financial risk.
Our full service firm offers an array of services such as Professional Consulting, Investments, Insurance, Asset Protection and Estate Planning. Our firm is passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends and reducing financial risk.
Services
We recognize that selecting a consulting firm is a very intimate decision and one that has the potential to provide you and your family with financial well-being and security. There is no such thing as a firm that is a perfect fit for everyone, and we certainly do not expect to meet every prospective client's needs.
As a fee-based and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without conflicts of interests in the picture, we're able to deliver recommendations that solely serve your best interests. There's a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.
Looking for a simple formula to figure out how many years it will take for your investments to double? The Rule of 72 can help. This simple guide will help answer your questions. As a C-Suite executive, your company may offer you a Supplemental Executive Retirement Plan. Before making any changes to your current retirement savings strategy, review these considerations first.
At LJAKE, we've created a culture and atmosphere that eliminates any potential negative feelings. When you step foot into our offices we want you to immediately feel a sense of confidence, because the minute you walk through our doors you're already on the fast track to living a more successful and enjoyable life.
What many people don't expect when they work with us - we're human too. We've all made our fair share of mistakes in this world; many of these mistakes helped us become the competent professionals we are today. Without these lessons, we would be left referencing textbook material and subjective news commentary, and that's no way to run a business.
Reviews
Be the first to review LJAKE Financial Group.
Write a Review
