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

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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.

11/03/2026

U.S. stocks ended the week lower as a sharp tech selloff, including Alphabet’s record drop amid questions about AI spending, outweighed broader market gains. Treasury yields fell as the Fed held rates steady and inflation cooled, while economic data remained resilient. Check out this week’s market perspective to learn more.

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure ...
11/02/2026

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.

11/01/2026

This hunt won’t turn up buried treasure, but it could bring some of your lost money home.

10/31/2026

The graduate degrees least touched by AI so far have one thing in common: they put you in a room with another person.

Wishing you a day filled with fun, laughter, and a few sweet treats. 🎃🍬
10/31/2026

Wishing you a day filled with fun, laughter, and a few sweet treats. 🎃🍬

10/30/2026

It’s hard to be too prepared for healthcare costs in retirement—and your HSA doesn’t lose its flexibility if you save more than you need. Starting at age 65, you can use HSA funds for any purpose without the additional tax penalty. Just remember: withdrawals for nonmedical expenses are general...

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he share...
10/28/2026

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he shares perspective on today's economic and market environment and the factors that may influence markets in the months ahead.

Join Daken Vanderburg for a timely discussion on how economic growth has remained firm despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session explores what simmering geopolitical tensions and elevated inflation mean for the Federal Reserve, v...

10/27/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for plannin...
10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

10/25/2026

Surging mortgage rates are sending many buyers to the sidelines, while affluent shoppers are driving overall prices higher with big cash purchases.

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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