Strategic Alliances

Jacque LeFore, CFP®, ChFC

Jacque LeFore is not affiliated with LPL Financial or Sitka Financial.

www.outsourcefinancialplanning.com

Jacque executes our planning software and tax analyses via webinars for our clients, allowing us to better tailor your deliverables.  Jacque earned his CFP® certificate in 2002 after graduating from Oregon State University with a Bachelor of Science in Mathematics.  He then went on to work in several of the major insurance firms as a financial planning professional, and that's where we first met and worked on plans together.  In 2003, Jacque started his own consulting firm, assisting many other advisors in executing financial plans for their clients.  Jacque also has expertise with e-Money and offline set of calculations in Excel for business situations and advanced estate planning.  He also has an in-depth understanding of the array of insurance products, stock options, taxes, in addition to the retirement, education and estate planning included in most financial plans. Jacque enjoys spending time with his wife, two daughters and playing golf.

You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide services. These entities and their services are not affiliated with LPL Financial and Sitka Financial.