Taking your finances in the right direction is not always easy, especially if you try to do it alone.
The team at Level Four® Advisory Services (“Level Four”) understands these challenges and can propose targeted solutions for the issues that matter most to you. Level Four guides individuals, families, business owners, and corporations on the journey to optimizing their financial strengths. Level Four provides a variety of wealth management services, including retirement planning, education funding, employee and executive benefits, and risk management.
We advise our clients by climbing the four levels of our planning process in response to common long-term questions.
“How do I reward employees while keeping control over my business?”
“How much will my children’s university education cost, and how will I pay for it?”
“When can I retire?”
“How can I better coordinate my investment, tax, and insurance advisors?”
“How can I reward key employees without giving up control of my business?”
Navigating through the answers to these questions will take you on a winding road—a road that ultimately leads to mapping the right strategy for you. The team at Level Four will lead the way while providing you with the utmost care through proactive planning and consistent communication.
Organize and simplify your financial information.
Create scenarios to help fulfill your dreams and ambitions.
Identify and plan for unpredictable events.
Communicate proactively to clients on a planned, regular basis – and anytime there is an issue.
Exploring the Advantages of Level Four
Learn how Level Four can help steer CRI clients toward financial success.
A: We can! Our specialists have access to a variety of tools that can help you meet your needs. These resources include investment management, corporate and individual retirement plans, and insurance and risk management products.
A: Some firms may focus only on one particular task, such as selling a product or gathering assets. Other firms may require a minimum account size before performing services. Level Four’s clients do not have to meet any minimum qualifications. Our primary objective is to guide you toward financial health – regardless of your size or investment goals.
A: Our fee structure might vary depending on our work together. We may charge an hourly or a project-based rate—and hope to engage clients in the same way they engage with other CRI team members. However, your first conversation with us is complimentary because we want to make it as convenient as possible for you to understand how we can help you meet your financial goals.
Jake is the chief executive officer of Level Four® Wealth Management (“Level Four”), a division of Carr, Riggs & Ingram Capital Group. He leads a team of more than 100 professionals including certified financial planners (CFPs), certified public accountants (CPAs), and investment advisor representatives (IARs) in providing a broad base of financial solutions and services to personal, business, and institutional clients. The Level Four team delivers comprehensive and objective financial advice to over 10,000 clients. The Level Four approach focuses on corporate and executive retirement planning, asset management, and estate and insurance planning advice. Jake utilizes more than 20 years of financial industry experience to help lead the firm’s key initiatives.
Jake is an active member of many industry associations and boards. He holds NASD Series 7, 24, and 66 securities licenses and is licensed for Life and Health Insurance and Variable Contracts in multiple states.
Professional Designations General Securities Representative-Series 7, Life, Accident, and Health and Variable Contracts Insurance Agent, Registered Principal of LPL Financial, Registered Representative of LPL Financial, and Uniform Combined Securities & Investment Agent-Series 66
Ambassador University (closed in 1997), Bachelor’s