Jace Christensen
Financial Advisor
Our Clients
We love teaming up with clients who are ready to grow and learn. Whether you’re contributing $50 a month or managing $2 million dollars, we’re here to help you craft a plan that clicks—just like finding your rhythm on the track.
We take immense pride in our clients' success stories. The power of understanding each client’s unique story and planning with purpose is our goal. 🌟
Who We Serve
We make the biggest impact on
Physicians: Hospitalists, Emergency Room Doctors, and Surgeons needing tailored strategies to match their demanding careers
Business Owners: Closely held businesses with $1-10M in revenue and 2-20 employees, including landowners managing 500-15,000 acres and generating $20K-2M in revenue. Self-made, these are driven entrepreneurs who rely on their dedication and hard work to succeed
Finance Professionals: Those in finance, trading or accounting. They are experts in their area of finance and crave planning and new ideas.
Athletic Professionals: Professional and collegiate football coaches and support staff such as athletic trainers, equipment managers who thrive on discipline and performance
We love working with clients who are coachable, open to learning, and driven for peak performance.
Examples of Companies We Work With
Unity Point Health
Mercy One Hospital, Blackline
Bungee North America
Oracle
Ernst & Young
American Football Coaches Association Members
Physicians
Resources for Physicians
4 Financial Considerations Shen Starting A Medical Practice
How Retirement Planning for Doctors and Dentists is Different
Client Testimonial
From our very first meeting, we felt an immediate connection with Jace and his team. Jace has dedicated himself to understanding the unique financial needs of physicians, providing tailored advice and a comprehensive understanding of our challenges and goals. Jace and his team help us navigate our student debt while keeping a broader perspective on our entire financial portfolio. For physicians seeking guidance and a financial advisor who truly has their best interests at heart, Jace and his team are an exceptional choice.
Busines Owners
Resources for Business Owners
Business Owner Tax Changes Ahead- Now is the Time to Plan
How are Different Entities Taxed
Planning for the Success of Your Business
Client Testimonial
Working with Jace and his team has been a convenient and effective way to build long-term, tax-efficient wealth. Jace is knowledgeable, presents information clearly, and never comes across as self-serving. I appreciate the additional resources and books he provides to help build my knowledge base, demonstrating his genuine interest in my best interests. Jace offers valuable input beyond his services and is always responsive to my calls. His proactive communication and frequent check-ins make me feel like a priority. It's reassuring to know he's always available if I need anything, and I value our personal meetings, which set Jace apart from others.
Finance Professionals
Resources for Finance Professionals
6 Risks That Can Impact Your Retirement
Resources
Resources for Athletic Professionals
Questions Our Clients Ask
How much do I need to save?
Where are you seeing the market going?
Is it going to be enough?
How much can I spend and be ok?
How will this world event impact me?
I am worried where the world is going.
What if I run out?
How can I maximize what I am doing currently?
Am I in the right things?
Sound Familiar?
Client Testimonial
I had been a client of Northwestern Mutual for years before Jace reached out. I was hesitant at first, but I finally feel like I have an advisor I can grow with long-term. Jace stays current sharing what he is reading and outside resources, provides clear direction, and gives me confidence in his knowledge. We click! When I experienced a career transition, I realized that if I had Jace’s advice 10 years ago, I’d be in a better position today. I’m not a money person, so having someone focused on that space is crucial for me! Unlike others who felt like they were just trying to sell, Jace helps me understand how financial strategies benefit me. His visuals show the impact of different scenarios, making it easier to grasp. He seems to predict my questions and is always ready with answers. Jace’s proactive communication and frequent check-ins make me feel like a priority. It’s nice to know I can call with questions or explore options without feeling like a burden. His support gives me more confidence to move forward, knowing I have a partner!