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Services offered by Jake Carris Financial Planning

Financial Services

A Simple Path to a Confident Future

At Jake Carris Financial Planning, we believe in a straightforward, client-first approach to building a smarter financial life. Our services are designed to give you clarity, control, and peace of mind.

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Learn more about our services
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Comprehensive Financial Planning

Your financial journey starts with a clear plan. We offer a comprehensive review of your entire financial situation, from your net worth and budget to your retirement goals, creating a solid roadmap for your future. We are dedicated to providing the detailed analysis you need for every stage of life. Financial planning services are offered at a fixed fee and can be provided as a one time financial plan or as part of an ongoing consultative relationship.

  • Net worth statement
  • Budgeting and cash flow analysis
  • Retirement income projections
  • Social Security analysis
  • Investment and insurance review
  • Basic estate and tax planning
  • Long-term savings projections

Personalized Investment Management

Your financial goals are unique, and your portfolio should be, too. We build and manage customized investment portfolios that are designed to help you reach your goals through all kinds of markets. As a fiduciary, we ensure our recommendations are always in your best interest. Financial planning is included as part of our investment management process. Investment management fees start at annual rate of 0.6% of assets under management.

  • Asset allocation analysis and recommendations
  • Portfolio construction and management
  • Ongoing performance monitoring
  • Tax-efficient investment strategies
  • Retirement account management
A smiling family of three sits on a couch, surrounded by moving boxes. The mother, on the right, holds up a small photo, laughing while looking at the image. The father, in a blue plaid shirt, and their young son smile happily beside her.
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Business Owner Services

Business ownership brings added flexibility and complexity to your personal finances. We provide expert guidance on managing your business’s financial strategy, with a specialization in creating and overseeing employee retirement plans that fit the specific needs of your company and its employees.

  • Selection and management of company retirement plans (401k, SEP IRA, etc.)
  • Business financial strategy consulting
  • Simplified employee financial education
  • Tax-efficient planning for business owners
  • Integration of business and personal finances

Ready to Begin Your Financial Journey?

Take the next step toward a more secure financial future. We are here to provide the expertise and guidance you need.

Request a free consultation

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