Jason Lacey (CFP®, M.Ed., MS)

Jason Lacey focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

At PJS Investment Management, we believe a comprehensive financial planning and investment management relationship is based on understanding your needs and values and earning your trust.  Our primary objective is most often focused on investment and risk management to meet current or future cash-flow needs.  We also believe it is critical to the overall financial goals of our clients to work with other professional advisors to ensure they receive the best advice on such topics as trust and estate planning, tax planning, insurance planning, and retirement benefits. 

Additional Information

I believe my background in education and finance, coupled with raising my own family, enable me to provide my clients with a clear vision of what is meaningful and offer unique and insightful advice.
 
I have been blessed to serve as a board member and Treasurer of Child Evangelism Fellowship-Southeast Wisconsin and serve as a volunteer instructor for Make-A-Difference-Wisconsin.
 
I also enjoy playing golf, date nights with my wife and Lego building with the kiddies.

NAPFA Start Date

February 08, 2013

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This Office

W62N570 Washington Ave Cedarburg, WI 53012-1926 Phone: (262) 377-0484 Fax: (262) 375-9250