Strategic Partners
Efficient and strategic estate planning is not done in a vacuum. Jennifer works with strategic partners to help serve her clients’ goals.
One of her strategic partners is Richard Jakotowitcz of Benchmark Financial. Richard Jakotowicz has over 20 years of experience with financial planning.
This 100% independent advisory firm prioritizes clients' interests by offering unbiased financial guidance without ties to any bank. Services include personalized income and spending plans, retirement and tax-efficient strategies, investment management, insurance reviews, estate planning support, education funding guidance, and charitable gifting strategies. Their goal is to help clients grow wealth, minimize taxes, and protect their legacy with a tailored, long-term approach.