JAKE CARRIS FINANCIAL PLANNING – Your Trusted Financial Expert
Jake Carris Financial Planning is a reputable financial planning firm that has been in business for over 20 years. The firm is led by Jake Carris, a seasoned financial expert with years of experience in the industry. With a team of skilled and knowledgeable advisors, Jake Carris Financial Planning offers a wide range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning to help clients reach their financial goals
- Offers a wide range of financial services to cater to the diverse needs of clients
- Employs a team of experienced and knowledgeable advisors to provide personalized financial advice
- Has a track record of success in helping clients achieve financial security and stability
Facts and Insights
Jake Carris Financial Planning has been in business since 1998 and has successfully served hundreds of clients with their financial needs. The firm believes in building long-term relationships with clients and providing trustworthy and transparent financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $300 million | 15 | 20 years |
Financial Services Offered
Jake Carris Financial Planning offers a wide range of financial services to cater to the diverse needs of clients. These services include:
- Retirement planning
- Investment management
- Insurance planning
- Estate planning
- Tax planning
Client Types
The firm serves a variety of clients, including individuals, families, and businesses. Jake Carris Financial Planning is committed to providing personalized financial solutions that meet the unique needs and goals of each client.
Fees & Compensation
Jake Carris Financial Planning believes in transparent and fair pricing for its services. The firm charges a percentage based on the assets under management, ensuring that the advisors’ interests are aligned with the clients. For more information on fees and compensation, clients can directly contact the firm.
Background
Jake Carris, the founder of Jake Carris Financial Planning, has over 30 years of experience in the financial industry. He holds a degree in finance and continues to expand his knowledge and skills through various educational courses and seminars. With a personal approach and a deep understanding of the financial market, Jake Carris has helped numerous clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
Jake Carris Financial Planning takes the utmost care in complying with all applicable laws and regulations. As part of its commitment to transparency, the firm discloses all relevant information to clients, including any potential conflicts of interest that may arise. Additionally, the firm’s advisors are fully licensed and certified, ensuring that clients receive expert and trustworthy financial advice.
Overall, Jake Carris Financial Planning is a trusted and experienced firm that is dedicated to helping clients achieve financial success. With a wide range of services, personalized approach, and commitment to transparency, the firm is a go-to solution for anyone seeking financial stability and security.