Trusted Experience Now. Guidance for the Future.
Everyone needs a financial plan, regardless of where you are in life. And every family wants to protect and preserve that plan for future generations. That is why I have been with Northwestern Mutual for 30 years and my career purpose has been centered around providing families and individuals with financial peace of mind.
Our multigenerational practice leverages our teams' more than 50 years of combined experience to create comprehensive financial plans for our clients. Learn more about our team here.
What is Your Vision for the Future?
Is your family protected if something were to happen to you?
Can your investment portfolio endure another recession?
Are you on track to retire with confidence?
Will you leave a legacy for your children and grandchildren?
Your vision can become a reality with a strong financial plan through a trusted partnership with the team at Janka Financial.
Whether it is protecting, growing, or re-allocating wealth, our team of experts are here to guide you every step of the way. Together, we'll help you achieve and sustain your most important financial objectives.
"Our multigenerational team's mission is to bring our clients' financial visions, values and goals to life." - Chuck Janka
Working with a knowledgeable and experienced planner who has access to current technologies and a thorough understanding of tax-efficient strategies and financial planning techniques is important; an advisor who takes the time to understand your unique desires and goals is critical.
Our team partners with you to assess your goals, develop a custom plan based on your needs, and provide you with the tools and strategies for successful implementation. As your life changes, we modify your financial plan to ensure that you are supported throughout every life stage.
What exactly do we mean when we say, "our multigenerational team?" We leverage the expertise of each of our team members- who are all at different life stages. This enables us to relate to the many life stages that our clients may be in, and provide the best strategy for their financial future.
Our expertise lies in our formal education & training. Some of our credentials include:
- Chartered Financial Consultant, ChFC®
- Chartered Life Underwriter, CLU®
- Series 6, 7, 63, and 65 Financial Securities Licenses
- 50 Years of Combined Financial Services Experience
We help guide clients utilizing a full spectrum of financial planning solutions.
Risk Management: Assets that take years to accumulate can be consumed in a fraction of that time. A solid financial plan should be designed to protect you and your family against unforeseen events in your life. We'll help assure that you, your family and your income are adequately protected from risk.
Wealth Accumulation: Two of the greatest financial challenges you'll face are accumulating enough assets for retirement and making those assets last a lifetime. Our Investment Advisory Services can help manage your assets and assess your short, intermediate and long term needs. We provide personalized expertise to help you manage your wealth and investment portfolio. We'll help you navigate through the complexities of investing, tax efficiency and growing and protecting your wealth.
Wealth Distribution: Estate Planning is about getting the right assets to the right people at the right time. Building a lasting legacy takes more than simply accumulating a large portfolio. An Estate Plan should provide details to help you efficiently transfer your assets during your life, as well as meet your end-of-life desires and obligations. We'll help you develop a plan to ensure your wishes are honored today and in the event of your incapacity or death. We can help ensure your assets are managed according to your wishes while also carrying out tax strategies to keep more of the assets that you have worked so hard to accumulate.
- Survivor income planning
- Disability income planning
- Long-term care insurance planning
- Employee benefits planning
Wealth Accumulation Planning
- Retirement planning
- Education planning
- Asset management and allocation strategies
- Tax strategies
- Lending solutions tied to investment accounts and cash value life insurance
- Company stock options optimization
Wealth Distribution Planning
- Estate Planning
- Social security and Medicare planning
- Guaranteed income strategies
- Tax planning and Trust planning services
- Legacy planning solutions and gifting strategies
- Review of Estate Planning documents