Jacob Impellicceiri - Strategize Wealth Management Financial Advisor

Jacob Impellicceiri - Strategize Wealth Management Financial Advisor Jacob Impellicceiri, CFA - Providing Tax-Smart Financial Planning For High-Earning Individuals Major life events (e.g.

Looking for assistance in creating a comprehensive financial plan? Contact [email protected] to schedule an introductory consultation. I help high-performing individuals (making 6-7 figures) optimize their investment strategy and minimize taxes through tax-efficient financial planning. changing jobs, getting a promotion, death of a loved one, getting married, buying a house, starting a fam

ily, etc.) provide new financial opportunities and constraints, but most individuals do not have the time or expertise to determine how this will affect their entire financial situation. I help to bridge that gap, establishing and monitoring a tax-efficient financial plan that works toward achieving a holistic alignment of your financial goals with your daily activities. As someone that spent years in the time-intensive world of consulting, I recognize the resource-draining nature of operating in an industry that requires maximum output on a daily basis. This energy constraint leaves little time for the critical financial activities that will allow you to create a path toward financial independence, and ultimately freeing up your time. As a financial advisor and registered tax preparer, I am able to assist individuals and small business owners in the below tax-smart planning concepts:

• Tax Preparation
• Tax-Focused Investment Strategies
• Retirement Planning and Withdrawal Strategies
• Family Risk Management
• Business Planning
• Legacy Planning
• Education Planning
• Cash Flow Management

To learn more visit www.strategizewmg.com. ABOUT JACOB IMPELLICCEIRI
Jacob is a licensed financial advisor with longstanding experience operating as an Investment Adviser Representative for Strategize Wealth Management Group. Jacob graduated from the Kelley School of Business at Indiana University, passed FINRA exams 7 and 66, Life and Health Insurance professional designations, and continues his education as a Level 2 candidate for the CFA. Jacob lives in Chicago with his wife Adina and their Shiba Inu Nestle. Jacob loves being outdoors, playing soccer and ping pong (table tennis to the purists).

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Managing the financial risks that affect your family is important. We understand that families face unexpected challenges, such as job loss, medical emergencies and unexpected expenses. That's why we offer a range of risk management solutions to help protect your family's financial future. From insurance policies to investment strategies, we can work with you to create a plan that fits your unique needs. Don't wait until it's too late to safeguard your family's financial well-being. Contact us today to learn more about how we can help.

Address

15255 S. 94th Avenue Suite 524
Orland Park, IL
60462

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 2pm
Friday 9am - 2pm

Telephone

+14123027652

Website

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