Our Services

How We Work

Many years ago, I entered the world of financial advising for one key reason: to help people just like you. To this day, I work diligently to provide my clients with reliable, straightforward information and insights geared at offering them financial confidence and clarity. My expertise and experience in retirement planning, investment management, and personal finance enables me to make a difference in my clients lives. 

Please review the list below for a list of the various areas where I can help.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jake.horseman@lpl.com   |  314.514.1991