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.
Please call our office! We’d love to hear from you!
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!