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I really enjoy working with young professionals and families, not just because we have so much in common, but because it’s a season of life where the services that I offer can have an outsized, positive impact.

My work is about helping you get your financial life organized so that you can pursue your vision of the good life. And so that you can do it with less stress, with greater confidence, and with the peace of knowing that your family and your future are protected.

If you are interested in learning more about what I do and how I do it, give me fifteen minutes of your time and let's see if I can share two or three ideas with you that will provide immediate value, and find if there might be a way we can work together.

Time to schedule a review or spend some time examining your finances?

Click Here to Schedule a Meeting With Jake

Jacob Caldwell is an agent of First Financial Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.