Jake Carris Financial Planning

Jake Carris Financial Planning, LLC operates as a registered investment advisor based in Orlando, Florida, offering personalized investment management and financial planning services. The firm builds customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, providing ongoing advice and monitoring on a non-discretionary basis. In addition to managing investments, Jake Carris Financial Planning offers comprehensive financial planning services covering retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, and employee benefits optimization. The firm also provides consulting services for retirement plans under federal retirement plan rules. Investment portfolios are held with independent custodians like Charles Schwab, and the firm works with individuals, high-net-worth clients, business owners, and retirement plans.