A CERTIFIED FINANCIAL PLANNER™ practitioner whose practice focuses on advanced financial planning for select Dentists and their families. I am a client-centered financial advisor who believes that financial planning is a life-long, personal process which once created must continually adapt to the client’s needs, values and their unique situation.
My process involves meeting with clients on a one-on-one face-to-face basis. I work to help my clients discover and prioritize their most important life goals. Next I conduct an extensive financial analysis of the client’s situation. I provide, and collaborate to implement; written recommendations focused on helping clients achieve their financial goals.
Core Competencies Include:
Financial Planning for the Self-Employed Dentist
Cash Flow and Revenue Enhancement Strategies
Tax Sensitive Wealth Accumulation and Distribution Strategies
Integrated Practice Valuation, Transition and Retirement Strategies
Asset Protection Strategies and Estate Planning
Risk Management and Insurance
Close coordination and teamwork with other niche professionals
Ideal Clients: Hampton Roads dentists who have or aspire to have their own practice.
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)