Jake Tavrytzky’s practice is focused on the accumulation, but also the distribution phases for retirement needs. Jake looks to help explore tax advantageous strategies for clients to help guide them from their pre-retirement to post-retirement life.
Jake’s full practice focuses on:
- Retirement Planning Strategies
- Asset Management Strategies
- Education Planning Strategies
- Estate Planning Strategies
- Risk Management Strategies
- Small Business Strategies
Helping people has always been ingrained in Jake’s DNA. Before becoming a financial professional, Jake worked as an EMT and wildland firefighter.
A Phoenix native, Jake grew up in the North Phoenix area and attended Paradise Valley High School. Jake later attended Northern Arizona University where he was a leader in his Delta Chi fraternity while earning his Bachelor of Science and Business Administration in Finance from the W.A. Franke College of Business. Jake has been involved with Rotary International for several years. Through Rotary, Jake enjoyed a year-long foreign exchange to Chile, and he is still involved with different Rotary programs today. In his spare time, Jake loves to hike, bike, ski, and enjoy the Arizona sunshine.