How we are different:
Personalized plan for you
Life is full of transitions and change, ranging from the birth of a child to retirement and beyond. As a CERTIFIED FINANCIAL PLANNER ™ professional, Jake will build a tailored financial plan to address your specific needs. He will take the time to get to know you, and he will assist you with creating a plan which has the potential for reaching your long-term goals.
What is a CFP®?
“Although many professionals call themselves “financial planners,” only Certified Financial Planner™ Professionals have completed extensive training and are held to the highest ethical and educational standards. CFP® Professionals understand the complexities of the changing financial climate and are committed to make financial planning recommendations in your best interest. No matter where you are in life, you’ll find confidence in working with a CFP® Professional to evaluate your finances and develop a comprehensive plan for your financial future.”(www.letsmakeaplan.org, © 2017 Certified Financial Planner Board of Standards, Inc. All Rights Reserved.)
Honest and objective financial advice
Jake will strive to be your financial advocate, offering you timely information to make informed decisions. While he will provide recommendations, he will base his suggestions on his relationship with you and your needs—not on product goals or incentives.
There are so many products and services on the market that it can be daunting trying to figure out what to do to prepare for retirement. Beehive Investments and Insurance is here to help you navigate your way from start to finish. You may have questions regarding:
- How much money will I need to retire?
- How can I maximize my investments?
- What will Social Security cover and when should I sign up?
- What will Medicare cover?
- What is needed to serve a senior mission?
- How can I prepare for long term care?
We are here to answer these and any other questions you have. Let our CFP® professional help you make a plan to pursue your retirement goals.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Beehive Federal Credit Union and Beehive Investments & Insurance are not registered broker/dealers and are not affiliated with LPL Financial.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state
- Jake Denning, MBA
- Locally Certified Financial Planner in the area
- Unique planning process customized to you
- Objective advice
- Specialization in Retirement Services
Authorized by the National Credit Union Administration to serve LDS Church members in Idaho, Wyoming, Montana, Washington, Oregon, and Nevada. We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act. This credit union is federally insured by the National Credit Union Administration. Your savings are federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. NMLS# 712470