Jake Skelhorn (CFP®)
Jake Skelhorn focuses in the
following client markets or areas of practice:
- Baby Boomers
- Corporate Executives
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Retirement Plan Investment Advice
- Baby Boomers
- Corporate Executives
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Retirement Plan Investment Advice
Planning Specialties
We primarily serve those who are within 10 years of, or already in retirement. Navigating Social Security, Medicare, withdrawal strategies, taxes, investments, and estate planning is our job. Yours is to live your best retirement life.
Spark also advises younger (30s and 40s) high-income clients who are not as concerned with retirement as they are about maximizing their income, paying down debt, understanding equity compensation, and reducing their taxes. We understand these are valid financial goals that should not require a minimum asset level to be helped by a professional, so we don't have one.
With all of our clients, we see the best results when we are able to implement and manage investments for them. We believe in a low-cost, tax-efficient, and evidence-based approach to investing.
Additional Information
My husband Chris and I founded Spark Wealth Advisors to provide advice to an underserved part of the population - the LGBTQ+ community. We wanted to provide a judgment-free zone for LGBTQ+ individuals and families to be able to let their guard down and share what matters most to them, which true financial planning requires. Not all of our clients identify as LGBTQ+, but they are allies - a non-negotiable for us.
Our goal is to take away the stress and uncertainty around your financial present & future, and replace it with confidence and clarity.
Visit our website at https://www.sparkwealthadvisors.com/
Schedule a complimentary call to see if we're a good fit to work together: https://www.sparkwealthadvisors.com/contact
NAPFA Start Date
May 16, 2024
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