Why I Work With Business Owners
By Jake Withnell, CFP®
It’s no secret that entrepreneurs and business owners are the backbone of the economy. (1) They spur innovation, provide jobs, and are a catalyst for economic growth. And going beyond the numbers, businesses are paramount to the communities they serve, where they bring people together and influence the local culture.
But business owners face plenty of challenges, even in a normal, non-pandemic year. They balance running their businesses with providing for their families and planning for the future, all of which can feel overwhelming. That’s why I’ve dedicated my career to working with business owners—to help carry some of the financial load and give them the peace of mind that nothing is slipping through the cracks.
What Business Owners Need
Owning your own business can give you great freedom and power in life. But it also comes with great responsibility. The problem is that you pour your heart and soul into your business, taking care of your customers and employees, and casting vision for the future of your company. How do you find time to focus on those incredibly important things when you are bogged down by bookkeeping, keeping up with taxes and accounting, and staying on top of cash management, not to mention taking care of your personal finances and planning for retirement?
Because your financial well-being is so tied up in your business, you need the knowledge and experience of someone who understands your situation and can walk you through the process so you can focus your attention on what you’re most passionate about while still succeeding in financial matters.
That’s where I come in. I provide business owners with seamless, comprehensive financial advisory services that meet their unique financial needs.
How I Can Help
I want you to experience the confidence that all your financial needs are taken care of and that you’re moving in the right direction. My goal is to remove some of the burden that comes from trying to manage the many moving parts of your financial life by offering services in conjunction with your other professionals, such as your tax, accounting, HR, and legal advisors. Our firm takes on a family CFO-type role to organize and sync everything from retirement planning to estate planning to asset management. The end result? Better sleep at night knowing that your future and the future of your business is in good hands.
Your Life And Your Business Matter
That’s why I work hard to make sure you have what you need. Whether it’s setting up an ideal tax strategy, protecting your assets, preparing for unexpected circumstances, or choosing the right retirement plan, I am here for you. To learn more about what I do and how I can help, reach out to me at 503-446-6450, email firstname.lastname@example.org, or schedule an introductory phone call online.
Jake Withnell is a financial advisor at JGP Wealth Management, an independent, fee-based financial advisory firm in Portland, Oregon. Jake is known for going the extra mile for his clients and for his passion for working tirelessly to help his clients find solutions to their financial concerns so they can confidently live out the life they want. He prioritizes listening and understanding as the foundation of his relationships with his clients, and his highest hope is that they can spend more of their time and energy on their passions knowing he is watching over their financial future. Jake specializes in serving business owners, Nike executives, and retirees, and plays a key role in JGP’s portfolio management process, building and analyzing financial models, and conducting client cash flow analyses.Jake graduated from Eastern Washington University with a bachelor’s degree in professional accounting and finance. He is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Jake’s claim to fame is his time playing tight end for the Eastern Washington University Eagles, all while earning four-time Big Sky Conference First Team All-Academic honors! Jake values giving back to his community and does this by volunteering with the Children’s Cancer Association, Family Building Blocks, and New Avenues for Youth. In his free time, Jake takes advantage of the many outdoor activities the Northwest has to offer, such as trail running, mountain biking, and hiking. He loves traveling and spending long weekends at his family beach house in Seaside, OR. To learn more about Jake, connect with him on LinkedIn.