Virginia Beach, VA (PRWEB) April 28, 2009
Jake Jacklich, CFP® a financial advisor with Waddell & Reed has launched a new website, JakeJacklich.wrfa.com, and newsletter series dedicated to the needs of the Hampton Roads dental community. The website provides visitors with information about financial planning, a market watch section and a learning center. The learning center provides timely articles, calculators, newsletters, E-Seminars, a glossary of financial topics and a helpful tax library. The links page of the website is a convenient way for clients to access their accounts as well as a way to link to the other members of the Dental Business Network. The Hampton Roads Dental Financial Planning Newsletter provides subscribers with educational content and articles which are especially relevant to the region's dentists.
Jake Jacklich is a niche professional whose practice focuses on advanced financial planning for select dentists and their families. As a CFP® practitioner his core competencies include: financial planning for the self-employed dentist, cash flow and revenue enhancement strategies, tax sensitive wealth accumulation and distribution strategies, integrated practice transition and retirement strategies, asset protection and estate planning, risk management and insurance and close coordination and teamwork with other niche professionals.
Financial planning firms, which focus on the unique needs of dentists, are not new however; working with these firms can become cumbersome for the client over time. This is because many of these boutique firms require the doctor to leave the dental practice and fly out of state to meet with an advisor.
About Jake Jacklich:
Jake Jacklich is a CERTIFIED FINANCIAL PLANNER™ professional with Waddell & Reed, Inc. Jake serves as the Business Relations Chair of the Hampton Roads Chapter of the Financial Planning Association. He is also a founding member and current Director of the Dental Business Network and a graduate of Lead Hampton Roads. Jake provides educational seminars to regional dental groups and is a frequent contributing author to Doctor of Dentistry Magazine.
Waddell & Reed has been working with individuals and businesses for over 70 years.
The Dental Business Network is a strategic alliance of niche professionals committed to the success of Hampton Roads Dentists. DBN members work in either a fully integrated or on an ala cart basis to fulfill the needs of the modern dental practice.
For additional information about the website or to subscribe to the Hampton Roads Dental Financial Planning Newsletter please contact Jake Jacklich or visit JakeJacklich.wrfa.com.
Jake Jacklich, CFP®
Waddell & Reed
2901 S Lynnhaven Rd STE 340
Virginia Beach, VA 23452
757-431-2929 x 126