Jake Mellor Financial Services LLC

A RETIREMENT & INSURANCE PLANNING ORGANIZATION

Welcome...

JAKE MELLOR FINANCIAL SERVICES, L.L.C. is an independent financial and insurance services firm. As an independent firm, we offer objective solutions from a wide variety of insurance and investment carriers. Our clients include high net worth individuals, their families, businesses and associated business interests.

We are unique in our personal approach and in the collaborative relationship that we form with each of our clients. Together with our clients we establish individual priorities, develop an appropriate plan of action, and implement a customized, tax-efficient investment strategy designed to achieve desired results. 

Our mission is to help our clients realize their financial goals while minimizing their exposure to unnecessary risk. We focus on building portfolios to help meet their needs while emphasizing consistent returns. 

Our desire is that upon visiting with us you will understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.  

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.  For any questions regarding what you've learned on this educational website, contact Jake Mellor, fill out and form and we'll be in touch.    

We look forward to meeting you.   

Sincerely,

Jake F. Mellor                                   

 

*Securities and investment advisory services offered through HTK.  HTK does not offer tax or legal advice.  Always consult with a qualified advisor regarding your individual circumstances.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Accumulation

Estimate the future value of your current savings.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

More Newsletters →