Home | Jack Burkauskas

Tax-Efficient Financial Planning for Sales Professionals and Educators

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Planning Built for your Career.

Whether you earn commissions, bonuses, pensions, or structured benefits, I help create strategies built around your profession.

Financial
Planning¹

Wealth
Management

Estate Planning
Strategies

Risk
Management

Financial Advice that Understands your Career.

Sales professionals and educators often face financial decisions that traditional planning overlooks. I help clients navigate those decisions with personalized guidance focused on clarity, long-term strategy, and building confidence in the future.

Jack is here for you

To understand your situation – The most important work he does is getting to know who you are.
To respect your assets – he listens, learns, and builds on your existing assets – respecting the choices you’ve already made.

Jack works alongside you

To educate you on your options – When you have questions, Jack will be ready with answers and the options to help you achieve your goals and objectives.
To provide clear recommendations and financial strategies – With insight and clarity, he will guide you as you make some of your own life’s most important decisions.

Jack evolves with you

To track your progress – Jack will help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to him.
To stay in touch – With products and services designed for you at every stage of life, he will help you secure your well-being, so you can live the life that’s most meaningful to you.

More than investment advice. A partner for life’s financial decisions.

Financial planning isn’t just about markets and portfolios. It’s about helping you make informed decisions at every stage of life—from buying a home and changing careers to preparing for retirement and creating a legacy for your family.

The right financial strategy can make all the difference

Jack has a full-service wealth management firm committed to helping people pursue their financial goals. He offers a wide range of financial products and services to individuals and business owners and is dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet Jack

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¹Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.