Jake is part owner and CEO of Linder Financial Resources. He has been a financial planner for several years. Jake is passionate about helping you understand investments and how to plan for a secure future.
Financial planning is the core of what we do at Linder Financial Resources. Our goal is to help answer the questions that are looming, such as: How much do I need to save for my child to go to college? How much do I need to save for retirement? When can I retire? Will I run out of money after I retire? What type of account should I use and how should I invest the money? What happens if the market “crashes”?
Our process is simple: Establish where you are now, determine where you want to be and when (set your goals), develop a plan to get there, and take the journey together. “Building Life-Long Relationships” isn’t just a tagline, it’s how we operate. We don’t stop at developing the plan. We want to see you achieve your goals and celebrate those milestones together.
Even professional athletes, the best of the best in their particular field, use coaches, trainers and advisors to help them stay on track and achieve their goals. By having a “financial coach” on your team, you’ll not only reach your goals, but have peace of mind along the way.
Throughout the planning process, our goal as your financial coach is to help you pursue your financial goals, and provide peace of mind along the way. Â
Our team approach to financial planning and wealth management allows us to look at your full financial picture. We have advisors from various industries that lend their expertise in creating a custom portfolio based on your unique goals in an effort to help you achieve your dreams for the future. Our goal is to give our client’s peace of mind knowing that nothing has been overlooked. Â
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FINRA’s BrokerCheck. Insurance services offered through Linder Financial Resources, which is not affiliated with Osaic Wealth Inc. or registered as a broker-dealer or investment advisor. Neither Linder Financial Resources nor Osaic Wealth Inc. provide tax or legal advice. All other listed entities are unaffiliated. Jake Linder, and Mark Linder are Investment Advisor Representatives offering investment advisory services through Osaic Wealth Inc. a registered investment advisor. Securities and advisory services are offered through Osaic Wealth Inc. Member FINRA / SIPC. This communication is strictly intended for individuals residing in the states of AK, AZ, CO, FL, HI, IA, MI, MN, MO, MS, MT, ND, NE, NJ, NY, OH, TX, VA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.Â
We do not offer every plan available in your area. Currently we represent 5 organizations which offer 57 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options. This is a proprietary website and is not associated, endorsed or authorized by the Social Security Administration, the Department of Health and Human Services or the Center for Medicare and Medicaid Services.
Please call our office! We’d love to hear from you!Â
For your security, and ours, we do not accept email / online inquiries. We apologize if this is an inconvenience, but we value your security and that of our firm!
