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13358 Manchester Road, Suite 200, Des Peres, MO 63131

314.514.1991
jake.horseman@lpl.com
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Where will the journey lead you?

I strive to help successful individuals navigate their financial paths and prioritize what matters most.  

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Schedule An Appointment

We help you stay on track with your goals and maintain financial confidence.

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Managing Your Lifestyle

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.
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Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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Personalized, Proactive Strategies

Let's build a specialized plan for you.

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<strong>Meet the Team</strong>

Meet the Team

I work in partnership with my business development manager to ensure that you receive nothing short of exceptional service. 

<strong>Explore Our Services</strong>

Explore Our Services

I'll work with you to explore your options and determine which ones fit your individual strategy, keeping your goals top of mind in the process. 

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