Jake Otankis

Jake Otankis Providing personalized financial guidance for you and your family to through tailored strategies and understanding your goals.

Feeling confident and secure about your finances is important. Yet 27% of women feel insecure about personal finances. T...
04/25/2025

Feeling confident and secure about your finances is important. Yet 27% of women feel insecure about personal finances. The remedy? Building your money mindset. Let’s chat about how.

Wishing you and yours a very happy Easter!
04/20/2025

Wishing you and yours a very happy Easter!

Building a solid retirement plan is key to your success as a business owner. Plan smart and thrive longer. Let’s connect...
04/17/2025

Building a solid retirement plan is key to your success as a business owner. Plan smart and thrive longer. Let’s connect.

If you’re in your 20s or 30s, retirement likely isn’t top of mind. But making regular investments in a 401(k) or Roth IR...
04/01/2025

If you’re in your 20s or 30s, retirement likely isn’t top of mind. But making regular investments in a 401(k) or Roth IRA can yield big results later. Talk to me to learn more.

Happy Saint Patrick’s Day! Best wishes for good luck and prosperity today and every day.
03/25/2025

Happy Saint Patrick’s Day! Best wishes for good luck and prosperity today and every day.

2/3 of business owners say they will rely on the proceeds from the transition of their business to fund their retirement...
02/19/2025

2/3 of business owners say they will rely on the proceeds from the transition of their business to fund their retirement. Let's talk about your plans.

To protect your business and grow your asset, focus on minimizing risk, growing value, and prepare to cash out when you'...
02/12/2025

To protect your business and grow your asset, focus on minimizing risk, growing value, and prepare to cash out when you're ready. I can help. Let's connect.

The new year is the perfect time to set realistic financial goals, track your spending and calculate your net worth.
02/04/2025

The new year is the perfect time to set realistic financial goals, track your spending and calculate your net worth.

This Lunar New Year, give your child or grandchild a gift to help them work towards their future financial goals. Reach ...
01/29/2025

This Lunar New Year, give your child or grandchild a gift to help them work towards their future financial goals. Reach out to learn more.

Reminder to register! https://cvent.me/lAQwnZ.The market noise can be overwhelming. To help prioritize key insights, I’m...
01/22/2025

Reminder to register! https://cvent.me/lAQwnZ.

The market noise can be overwhelming. To help prioritize key insights, I’m inviting you to join Daken Vanderburg, Chief Investment Officer of MassMutual Wealth Management, as he unpacks how we got here, where we're headed, and key risks to watch.

Let’s honor the legacy behind MLK Day by building a brighter, more inclusive future for the next generation.
01/20/2025

Let’s honor the legacy behind MLK Day by building a brighter, more inclusive future for the next generation.

Address

14241 Dallas Parkway
Dallas, TX
75254

Telephone

+12148720746

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