Jake McNeil, RICP CEPA, Financial Advisor - Planned Financial Services

Jake McNeil, RICP CEPA, Financial Advisor - Planned Financial Services Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jake McNeil, RICP CEPA, Financial Advisor - Planned Financial Services, Financial planner, 5980 S. Main Street Ste 100, Clarkston, MI.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

06/14/2026

For now, many older adults are stretching their budgets on the basics.

06/13/2026

Growing a bootstrapped business offers maximum independence, but it comes with a unique set of challenges. Here are three strategies to overcome them.

06/12/2026

Executives are already being interpreted by investors, employees and the market whether they participate in that narrative or not—making intentional leadership branding a critical lever for influence, trust and long-term business impact.

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s...
06/11/2026

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s talk.

https://bit.ly/49P9Fn0

06/08/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

06/07/2026

The state’s largest utility is proposing a 45% electricity-rate increase for data centers and a 14.5% hike for households. No one is happy.

Address

5980 S. Main Street Ste 100
Clarkston, MI
48346

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12486250000

Website

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