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When you join our Zoom calls you get to hear a host of different strategies for saving you time and money. Our team of experts weigh in on all the strategies and do all the leg work so you know that you are getting expert advice that you can rely on. Listen to our weekly guests and get to learn, and earn from the best.

february, 2024


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Jake Mellor is the CEO/Founder and Principal Broker of the Strategic Wealth Solutions, Strategic Tax Solutions, Strategic Insurance Solutions and A+ Farms. An MBA, Master of Accountancy, is a CPA Candidate and has been advising clients as a Certified Financial Planner Practitioner since 2012. He provides comprehensive consulting services from all aspects of operating and growing their business.

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Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. You’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance.

In addition, our team welcomes the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.