Jake Roggenkamp provides a family office that provides a holistic picture of all of your finances. We will make sure you are on the right path to achieve your financial goals and that you are financially confident.

Financial planning:

Get started with a financial assessment to identify any gaps in your finances. We will make sure you are on the right path to achieve your financial goals and that you are financially confident.

Jake Roggenkamp – Strategic consulting:

We specialize in helping individuals, families, and organizations navigate through complex issues. From partnering with a financial planner if you need one, to freeing up time for yourself and your family by managing day-to-day or monthly tasks, we can help.

Family office:

All of your finances under one roof! Benefits include strategic planning, tax planning, estate planning, retirement plan management, personalized insurance – all at once!

Jake Roggenkamp

It all starts with a conversation

Jake Roggenkamp is a CPA firm that specializes in strategic consulting, financial planning, and family office services. We work with clients to find the best strategy for their needs.

Everything you need to know in one place

We’re a one-stop shop for all of your financial needs. From strategic consulting to comprehensive financial planning, we offer everything in one place.

Jake Roggenkamp – Savvy strategies with long term benefits

We offer comprehensive advice that can help you with everything from estate and retirement planning to college savings and beyond. We’ll provide the expertise you need to make informed choices now, while ensuring sustainable results throughout the years ahead.

The peace of mind that comes from knowing your finances are in good hands

Enjoy peace of mind knowing you’re well taken care of and supported—while your finances are strengthened by our expert guidance.

Visit our main page at Roggenkamp & Associates

Contact us today for more information