As a military Veteran, Jake has made a special effort to reach out to fellow Veterans and their families to assist them as they consider their personal and business planning needs and opportunities. His military training and service affords his Veteran and civilian clients the benefit of his organized and disciplined approach to money management.

Jake’s planning process starts with helping his clients identify and prioritize their lifestyle and business objectives, then organize and analyze their financial resources so they have a clear picture of everything they have and how it is all performing. This process helps develop and cash flow management plan, followed by a review of potential risks and strategies to mitigate those risks.

Before joining ProIncome, Jake served in the U.S. Navy as a SeaBee, the Naval Construction Batallion. He was stationed in Bahrain in the Persian Gulf and at the Kitsap Naval Base near Seattle.

Jake’s approach is simple and direct: “As your advisor, I blend good old fashioned getting-to-know-and-understand-you with the kind of modern day technology needed in today’s fast paced financial world. The result is a financially secure future where you are fully in control.”

ProIncome is a financial and insurance services firm founded by Michael Graff, who has more than 30 years of financial services experience. Together Jake and Mike work together as a father & son team, bringing a variety of planning services to the greater Boston area.