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

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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.

10/18/2026

U.S. inflation heated up in September, and it wasn’t just because of rising fuel prices.

10/17/2026

Burnout is costing trillions and work feels devoid of humanity. Discover why play, improv, and "Yes, And" are essential tools for surviving a modern polycrisis.

10/16/2026

If you want to save cash on gas, take some tips from America's most miles-per-gallon obsessed drivers.

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

10/11/2026

Downsizing in retirement can help simplify your lifestyle, lower expenses and even create extra income. In addition to moving to a smaller home, retirees may benefit from selling unused items, reducing financial accounts, and cutting unnecessary costs.

10/10/2026

Your Plan A doesn’t guarantee job security in today's volatile market as AI replaces jobs, but these six simple steps can help you build a Plan B before you need it.

10/09/2026

Trump administration Is sending ACA refund checks. Here’s who’s getting them

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/4iaAeY5Want to talk it through? Let’s conn...
10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/4iaAeY5

Want to talk it through? Let’s connect.

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense o...
10/07/2026

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense of key drivers behind recent trends and their potential implications for investors. Register now: https://bit.ly/3VColS0

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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