Cale Joseph Jakusz

Mind, Spirit & Finances  

You deserve an advisor who is centered on the goals you want to achieve and not the products they have to offer. Our commitment is to your success, and our focus is always on finding the best strategies tailored to your unique needs. We’re thrilled to serve clients nationwide.  

Many people have fragmented financial plans with accounts and assets scattered everywhere, but no cohesive strategy. This disorganization can prevent you from achieving your long-term goals as quickly as you could and may contribute to unnecessary financial stress.  

What if you could reach your goals five years sooner?  

What if your biggest financial worry disappeared?  

What is the legacy you want to leave? 

Together we can help make all those things happen!  

We approach planning as a continuous process, not a one-time event.

We work with you to create a comprehensive and unified financial plan that ties all your assets and accounts together, to help you achieve your goals faster and with less stress. Let's build a future that aligns with your dreams and leaves a lasting legacy. 

There was a time early in my practice when I needed an expert badly for my taxes. After buying a duplex and hiring my first employee, I thought I could handle it all. But the complexity grew, and I realized it wasn’t worth my time and especially the risk of potential errors. Like many of my clients, I found the tax code daunting. Despite my understanding, the nuances and time-consuming nature of tax preparation led to anxiety over making mistakes. 

That’s when I decided to build a relationship with a CPA. It was the best decision I ever made. Now, I simply send over my documents and have an annual discussion about any changes. They let me know if anything else is needed, and my tax season stress has vanished. The process is clean, automated, and worry-free. 

In our lives, there are times when we are better off hiring an expert. Whether it's to do something better, or faster, or simply because we don’t realize what’s possible due to our limited knowledge - experts can make a significant difference. 

Now is the time to get help. 

Now is the time to seek an expert. 

Now is the time to take control of your financial future. 

We are committed to making you wealthier—in mind, spirit, and finances. 

Let’s Build our Dreams Together.