It's not just what we do, it's how we do it.

At Jack Oujo CPA, Inc., we believe in service beyond expectation, achieved through a constant desire to anticipate and fulfill the evolving needs of our clients in all areas of Wealth Management.  Our experience and expertise with Wealth Management adds value at each step in the process. We are dedicated to pushing the limits of excellence, to stand at the forefront of providing the most comprehensive Wealth Management services available.

Our practice is built upon a comprehensive approach to Wealth Management, focusing on 10 Key Wealth Management Issues that our clients are likely to face at some point in their lives.

Because no two clients are the same, we are committed to individually knowing our clients well enough that we can help them anticipate when each Wealth Management Issue will become a priority.  This process also allows us to proactively provide our clients with ideas, suggestions and alternatives that need to be considered for each issue.

Jack's affiliation with H.D. Vest Investment Services and H.D. Vest Advisory Services (non-bank subsidiaries of Wells Fargo & Company) provides us with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.

 

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

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