Janice Cackowski (CFP®)
Planning SpecialtiesWe offer comprehensive financial planning services that may include: Planning for Retirement Estate Planning Tax Planning Insurance & Employee Benefits Reviews Investment Guidance Charitable Giving Strategies Cash Flow / Distribution Management Inheritance Navigation And more
Additional InformationJanice Cackowski brings 20+ years of experience to clients who want to know they’re receiving sound financial guidance. Her clients trust her and appreciate her straightforward advice. She proudly offers personalized financial planning advice to retirees, pre-retirees, young professionals, LGBTQ+ couples, and parents planning for college and beyond. When Janice is not helping clients, you might find her enjoying the outdoors, hiking with her dogs, taking in a baseball game or tucked away reading a good book. Janice lives in Lake County, Ohio with her husband of over 28 years and their college-aged son.
NAPFA Start Date
August 03, 2020