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Jake Jacklich, CFP®

Muhlendorf Shepherd Financial Group

One Columbus Center, STE 800
283 Constitution Dr.
Virginia Beach, VA 23462
Phone: (757) 777-3149

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Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Career Change
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Insurance
  • Retirement
  • Startup
  • Succession Planning
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes

 

How Planner Charges

Considerations: My ideal client is a dental practice owner.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.