Tad Jakes (CFP®, EA, ECA)

Planning Specialties

If you’re looking for a NAPFA registered advisor, you’re already one step ahead in your search for professional guidance. Working with a fee-only advisor who puts your interest first is one of the best decisions you can make when navigating the financial planning and investment management process. I’ve been in the industry for more than 20 years and became a NAPFA member to demonstrate that I’m not like “the rest.”

The clients I work with have outgrown the DIY approach to financial planning and managing their investments and recognize it’s time for expert guidance. I currently work with professionals who are accumulating assets, pre-retirees who will soon exit the workforce, and retirees who are enjoying their golden years.

Regardless of your stage of life, we work together to:

- Make sense of your current finances

- Put a comprehensive financial plan in place covering all major planning issues

- Design an investment strategy to grow or preserve your wealth

- Create a tax-efficient retirement income strategy

- Identify opportunities to minimize your tax burden

Free, No-Obligation Assessment

If you would like to know how I can help, let’s schedule a complimentary 20-minute phone call where we can discuss your situation and make sure we’re a good fit. If we are, I believe you should know exactly how I can help before you make any commitment, which is why I offer a free assessment. We can discuss your planning concerns in greater detail, review your current financial picture, and I’ll provide you with a clear “mini” financial plan that shows you exactly how I would approach your situation and the steps we would take to address your financial concerns —all before you make any commitment.

For over 20 years, I’ve helped clients grow their wealth and transition into retirement. Feel free to reach out and see if I can do the same for you.