LEGATUS MEMORIA - Legacy Life Executive Benefit®
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Meet JAKE  RASKE

Jake Raske

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Jake holds a Business degree from the Eli Broad School of Business at Michigan State University.

​Prior to being a Financial Advisor, Jake spent over 5 years in Management Consulting and advised some of the largest Fortune 500 companies in the U.S. on financial restructuring and strategy.

His prior business experience has given him the ability to provide complex analytical planning capabilities to his clients throughout the nation. 


​Jake has been a financial advisor since 2016 and has a very robust and highly skilled team that focuses on delivering and simplifying tax mitigation strategies and advanced financial planning for business owners, executives, consultants, private equity professionals and investment bankers.

In addition to his personal planning practice, Jake also advises privately held and publicly traded corporations around corporate cash management and tax efficient executive compensation strategies.

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OFFICES IN GRAND RAPIDS, TROY, AND PORTAGE, MICHIGAN

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LEGATUS MEMORIA 
Dr. Rev. Mark Gurley, CLU, ChFC, CLTC, CAP, MDiv, Mmin
55 Campau NW
Suite 400

Grand Rapids, MI 49503
616.451.0783


This presentation does not contain legal or tax advice. It is intended solely for the information and education of  customers and their legal or tax advisors. It is not intended to be used and cannot be used to avoid any federal tax penalties that may be imposed on a taxpayer.  Taxpayers should seek advice from their own legal, accounting or tax advisors. Tax and other planning developments after the original date of presentation may affect these discussions.  Legatus Memoria® and The Legacy Life Executive Benefit® are trademarked for presentations and discussions for implementing a philanthropic benefit utilizing corporate owned life insurance (COLI) and bank owned life insurance (BOLI).  These trademarks are owned exclusively by Mark L. Gurley and are not in any way affiliate with Northwestern Mutual and/or its subsidiaries.  
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