Financial Advisor

Jay Van Beusekom

I specialize in retirement planning and provide problem-solving techniques through a customized process of education and planning. I strive to provide my clients with unmatched personal service in order to deliver a first-class experience.

Check the background of this investment professional on FINRA BrokerCheck.

Phone:
(414)-359-1756
Fax:
(414)-359-1758
Cell:
(414)-617-6990
States Insurance Licensed:
FL, WI
Areas Served:
Southeastern Wisconsin

My Value Proposition

Since 1985, I have worked with many individuals who have retired, or are preparing to retire, as well as successful entrepreneurs in order to design a unique financial security plan. What this means is that I focus on what matters to you and your family through a disciplined process. With the confidence and passion to help you pursue your financial goals, I'll work with you to develop a tailored financial plan that takes the confusion out of retirement.

About Me

I grew up in New Berlin and live with my family in Germantown. I married my wife Sara in 1990, and we have three wonderful children, Becky, Jake and Zach. I'm an avid sports fan who attends Packer, Brewer and Badger games any chance I get. I also enjoy traveling, especially when it's to visit my kids.

My family and I also enjoy volunteering in the Germantown community. Over the years I've been involved in my children's academic and athletic endeavors and I am the Vice President of the Germantown Gridiron Club.

Products I Offer

Learning Center

Highlighted Material

Retire with Confidence

Read the transcript

Indexed Universal Life Insurance: Help Meet Your Goals

Whether you’re planning for retirement, college, or a rainy day, it’s important to focus on the journey – not just the destination. To successfully plan for these milestones, it’s vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance […]

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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?

Did you know that after you enroll in Medicare, there’s a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage. Medicare (Part A and Part B) is where many people start, but this plan can leave you […]

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Our History

Listening to our customers for more than 100 years

The key to our longevity is simple.

You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.

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