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.

 

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

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