Client Expectations

We are committed to helping you Envision your Life and Live Your Vision. The success of our long term relationship is founded with mutual trust and honesty and timely communication. Once we have agreed that there is a good fit, you can rely on the following client commitments:

Power of Independence: Objective financial guidance is a fundamental need for everyone. That’s why Jake has chosen to be an independent advisor, partnered with LPL Financial, one of the nation's leading financial services companies. Independence means objectivity, and with a broad range of non-proprietary products, Jake will offer the right financial planning, services, and solutions to address your goals.

Maximum Service Agreement: Jake is committed to maintaining a manageable number of client relationships to ensure timely advice. New client households typically exceed $250,000 of investable assets, or $200,000 annual income.

Ongoing Competency Agreement: Jake is committed to staying current with the latest wealth management strategies. Every two years Jake completes at least 30 hours of CFP® and 24 hours of insurance continuing education. Jake is also an active member of the Central Oregon Estate Planning Council.

Client Fees: Costs will be clearly explained based on the services or strategies implemented.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (541) 389-3624.