Jachura Financial
Caring for you, caring for your future
About Us
At Jachura Financial, we have the client-and only the client-in mind.
We are a family operated business that is powered by independence and backed by the largest Independent broker-dealer*, LPL Financial. This allows us to provide objective wealth management services to a select group of successful individuals and families.
Our focus starts with the foundation of Social Security and pension income. This allows our clients to make informed decisions regarding their income, investment growth, protection, and estate.
We work with all our clients as if they are family and aspire to build lasting, meaningful relationships based on trust and integrity. Simply put, our clients come first!
* As reported by Financial Planning magazine, June 1996-2019, based on total revenue.
Follow us on YouTube
Learn about our Guided Wealth Portfolios
Invest for your future with our online platform that combines the benefits of a personal financial advisor with sophisticated technology. Watch the video to learn more.
Learn about our Guided Wealth Portfolios
Invest for your future with our online platform that combines the benefits of a personal financial advisor with sophisticated technology. Watch the video to learn more.
Serving our clients
Our process is simple
1. Identify
Goals
2. Develop
a plan
3. Implement
the strategy
4. Evaluate
progress
Our services include:
Financial Planning
Retirement Planning
Wealth Management
MINIMIZING TAXES
EDUCATION FUNDING
Insurance Needs
Advisory Accounts and/ or Brokerage Accounts
Charitable Giving
Estate Planning
Executive Management Team
Jeff Jachura
Investment and Wealth Consultant
Nicole Jachura
Office Manager
Karen Torrence
Chief Operations Officer
John McClain
Technology Manager
Leslie Garrison
Marketing and Communications
Gregory Shoemaker
Chief Compliance Officer
Dave Kaplan
Compliance Analyst
Thomas Gooden
Compliance Officer
Kim Nellesen
Compliance Specialist
Claiming Social Security benefits?
At Jachura Financial, we believe that Social Security is a foundation to your retirement. Watch the video to learn more.