Jake Jacklich is a CERTIFIED FINANCIAL PLANNER™ practitioner whose process involves meeting with clients on a one-on-one face-to-face basis. He works to help his clients discover and prioritize their most important financial goals. Next he conducts an extensive financial analysis of his client’s situation. Jake provides, and collaborates to implement written recommendations to help clients achieve their goals. Jake is always straight forward, easy to understand and works within the budget of each client.
Core competencies include:
In depth analysis and assessment of a client’s current financial position
Tax sensitive wealth accumulation and distribution strategies
Estate and asset protection strategy
Risk management
Investment strategy
Retirement planning with exit strategy integration
Coordination and collaboration with a client’s other advisors to develop a comprehensive game plan for success.
Jake Jacklich CFP®
CERTIFIED FINANCIAL PLANNER ™
Financial Advisor
Waddell & Reed
2901 South Lynnhaven Road, Suite 340
Virginia Beach, VA 23452
757-431-2929 x 126
757-374-6979 (cell)
757-431-8446 (fax)