Jake Lackner

Background

About Jake Lackner

Time is everyone’s most valuable asset. My clients have hired me and my team to spend more time doing the things they enjoy. Whether that be traveling, focusing on their business, spending time with kids or grand-kids, serving in their communities, enjoying their hobbies or just enjoying retirement. For our clients we reduce uncertainty around their financial life by providing them with the clarity to make sound financial decisions. That is why we start every relationship with a plan, the planning process allows us to discover and define what is important to our clients. The plan consists of your goals and priorities, and gives them a real time road map to determine if they are on track or off track as you progress towards your goals. The plan also provides your advisors, a picture of your entire financial picture so that we can effectively team up with you to manage your financial life. Outside of numbers it is important for us to get to know you personally to a reasonable level. So that when we are working on your behalf, we understand your preferences and priorities, and can act at your personal CFO. Our planning process is thorough and as a CERTIFIED FINANCIAL PLANNER™ professionals we focus on the following: tax mitigation*, insurance planning, estate planning strategies*, managing liabilities effectively, investment management, Medicare and Social Security.*Wells Fargo Advisors is not a tax or legal advisor. This information is intended for use by residents of AK, AL, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, and WI only. CA Insurance License Number 0L28870. Resident State: Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social