Broker Check
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Planning With Integrity

Customized financial planning that aligns with your values

Learn More
 

Financial Consultant Victoria Texas

Your Personal Financial Consultant In Victoria

Planning for your future is perhaps one of the most important things that you can do early in your life. Working with Jaks Financial and Justin Jaks' expertise, anyone in and around Victoria can strategically plan for their financial future. 

Too often, people leave financial planning for retirement until they are close to retirement age. Unfortunately, this limits your ability to save the amount you need while reducing the benefits of compound interest in building your retirement savings fund.

A Personal Financial Planner in Victoria

There are many different aspects of personal finances that you need to consider. These include retirement planning, estate planning, and tax planning to help you maximize your ability to save money and boost your investments. Unlike other financial advisors, this is not a cookie-cutter process, with each individual or couple having different ideas of what the ideal retirement means. Knowing how you want to spend your retirement allows for more accurate planning to ensure you have the necessary retirement fund.

With genuinely personalized service, Justin Jaks walks with clients throughout the financial planning and goal setting process. With this understanding, he can provide planning with integrity, ensuring your retirement plan aligns with your values and your financial objectives.

Comprehensive Services for Financial Planning and Beyond

In addition to the myriad of financial planning services listed above, Justin Jaks also offers services and support for wealth management, estate planning, and understanding behavioral finance. When integrated into retirement planning, they provide a big picture view of how to plan for the future as well as manage your financial wealth in the present.

Client Centered

The LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide insightful commentary, economic and market guidance, and LPL Researches investment recommendations to help us navigate the year ahead.


Helpful Content

Women and Wealth: A Pivot Towards Retirement

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

 

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Glossary of Scam Terms

A helpful glossary of current scams.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

View all articles arrow

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

View all calculators arrow

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

View all videos arrow