Jake McNeil, RICP CEPA, Financial Advisor - Planned Financial Services

Jake McNeil, RICP CEPA, Financial Advisor - Planned Financial Services Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jake McNeil, RICP CEPA, Financial Advisor - Planned Financial Services, Financial planner, 5980 S. Main Street Ste 100, Clarkston, MI.

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

08/30/2026

It’s easy to assume that most adults are saving for retirement—but whether that’s true depends a lot on age. Federal Reserve survey data show that participation rises quickly in early adulthood, peaks in midlife, and then gradually declines.

08/29/2026

You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.

08/28/2026

Business Insider analyzed 100 Power Hours interviews to find the email habits CEOs and founders use to stay focused.

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

71% of small businesses say they rely on one or two key people, but only 21% have key employee life insurance. Contact u...
08/25/2026

71% of small businesses say they rely on one or two key people, but only 21% have key employee life insurance. Contact us today to ensure you have the coverage you need.
Source: NAIC, 2022

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

08/23/2026

Why the entrepreneurial mindset—spotting problems, taking initiative, adapting fast—matters more than ever as AI reshapes work and career skills.

08/22/2026

The U.S. has reached a new borrowing milestone in its struggle to get hold of its finances.

Address

5980 S. Main Street Ste 100
Clarkston, MI
48346

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12486250000

Website

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