"Everyone—young and old, rich or poor—dreams of retiring in grand fashion. Those who can evaluate, prepare, plan and stay the course have the greatest chance of realizing their dreams."
– Jake Heikkinen
Jake Heikkinen is an Insurance Agent with Financial Architects, working to improve the effectiveness of money to maximize the client’s wealth-building potential.
Jake believes that the integration and coordination of money decisions—or lack thereof—have a tremendous effect on the success or failure of a financial plan. It is his goal to provide clients with a more efficient and cost-effective approach to building wealth, using a macro-economic process. In doing so, he is able to evaluate and measure each money decision and examine its impact, before any financial decisions are ever made.
Jake earned a B.A. in Economics from the University of Michigan and is currently enrolled in the Certified Financial Planner (CFP) program. He has been an insurance and financial professional since graduating in 2000 and is a licensed Property and Casualty insurance agent.
Jake Heikkinen is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.