LJAKE Financial Group

At LJAKE Financial Group, we understand that selecting a consulting firm is a very intimate decision that has the potential to provide you and your family with financial well-being and security. Our team has been helping businesses and individuals safeguard their assets and plan for the retirement they want since 2011. Our full-service firm offers an array of services such as Professional Consulting, Investments, Insurance, Asset Protection, and Estate Planning.

Our Approach

We recognize that every individual and business has unique financial concerns and goals. That's why we take a holistic approach to financial planning, considering all aspects of our clients' financial lives. Our team of experts will work closely with you to understand your objectives, identify areas of risk, and develop a personalized strategy to help you achieve your goals. Our services include Investment Management, Financial Planning, Tax Strategies, and more.

Our Values

At LJAKE Financial Group, we value independence, objectivity, and a proactive approach to client service. We are an independent fee-based firm, which means we act as a fiduciary, putting your interests above our own. We believe in building enduring relationships with our clients, providing unbiased recommendations, and offering personalized guidance to help you make informed decisions about your financial future.

Our Services

We offer a wide range of services designed to help individuals and businesses achieve their financial goals. Our services include:

• Investment Management: We use proven investment strategies designed to meet your risk tolerance and stand up against market volatility.
• Financial Planning: We document your goals and then compare them to your current portfolio, providing personalized guidance to help you achieve your objectives.
• Tax Strategies: We help you minimize taxes and maximize your wealth through strategic tax planning.
• Asset Protection: We help you safeguard your assets from unexpected events and minimize risk.
• Estate Planning: We help you plan for the future, ensuring your legacy and wealth are protected for generations to come.