Jachura Financial

Caring for you, caring for your future

About Us

At Jachura Financial, we have the client-and only the client-in mind.

We are a family-operated business powered by independence and backed by the largest Independent broker-dealer*, LPL Financial. Being independent allows us to apply a Fiduciary standard while aiming to provide objective wealth management services to individuals, families, and businesses.

Since retirement is a significant milestone in one’s life, it can be overwhelming. Our mission to our clients is not only to make that transition an exciting one, but a comfortable one as well. That’s why we like to first focus on the foundation of Social Security and pension income. This allows our clients to make informed decisions
regarding their investment options and risks. We have been serving individuals and families since 2010, and are known to work with
all of our clients as if they are family. We aspire to build lasting, meaningful relationships based on trust and integrity.
Whether you are in retirement and looking for a second opinion, approaching retirement, or just getting started; at no cost to you, schedule a commitment-free meeting and start preparing for a better tomorrow, today.

* As reported by Financial Planning magazine, June 1996-2022, based on total revenue.

Jeff Jachura AAMS®

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Claiming Social Security benefits?

At Jachura Financial, we believe that Social Security is a foundation to your retirement. Watch the video to learn more.

Learn about our Guided Wealth Portfolios

Invest for your future with our online platform that combines the benefits of a personal financial advisor with sophisticated technology. Watch the video to learn more.

Learn about our Guided Wealth Portfolios

Invest for your future with our online platform that combines the benefits of a personal financial advisor with sophisticated technology. Watch the video to learn more.

Serving our clients

Whether you want to explore the world, give to charity, or just relax with family, retirement is an amazing milestone that requires adequate preparation. We specialize in asset accumulation and distribution. We can help you plan for, live in, and enjoy retirement.

Our process is simple

1. Identify

Goals

2. Develop

a plan

3. Implement

the strategy

4. Evaluate

progress

Our services include:

Financial Planning

Retirement Planning

 Wealth Management

MINIMIZING TAXES

EDUCATION FUNDING

Insurance Needs

Advisory Accounts and/ or Brokerage Accounts

Charitable Giving

Estate Planning

Contact Us

Kirksville Office

1220 N Baltimore, Suite B Kirksville, MO 63501

San Diego Office

4721 4th St, La Mesa, CA 91941

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