EXTENDED PERSONAL SERVICE, LTD 

"If it's important to you, it's important to us."

CONNECT

Address:

North 3000 County Hwy BB
Columbus, WI 53925

Phone:

800-927-5588 or 608-698-6896

Fax/Other:

920-927-5584

Our Firm

Denise A. Jaehnke
President and Chief Executive Officer


Extended Personal Service, Ltd was founded in 1978 and remains an independently owned and family operated firm. During the last 40 years we have worked with the retirement population. We work with CPA's and with various law firms to create a team approach. This approach has created a comfortable atmosphere where clients can learn about asset preservation, tax planning, retirement and financial planning, estate planning and have their individual needs addressed. 

We have helped clients cut their income taxes, reduce tax on Social Security, lower their estate taxes and and preserve their estates.  We offer wealth transfer strategies, asset accumulation and preservation programs, retirement planning, income planning, multi generational and legacy building solutions. 

Denise A. Jaehnke is an insurance and financial representative who holds a Wisconsin state-related license to offer insurance products as well as  separate registrations for both securities and investment advisory services.

Through her many years in the financial service industry Denise has completed various educational courses on different aspects of financial services including retirement income planning, investment advisory services, and estate planning and asset preservation planning.

She belongs to the Society of Financial Professionals. The Society of ESP's mission is to advance the professionalism of credentialed members and those working toward achieving a professional credential in diverse disciplines so that they may better serve their clients' financial needs.      

Denise has earned a spot at Top of the Table and is a member of The Million Dollar Round  Table. This is the premier association of financial professionals.      

 

Douglas Jaehnke
Executive Vice President


Douglas “Doug” began his career, in the insurance industry, in 1978 as an insurance agent. He soon found himself on the management side of the business that took him from Wisconsin to Indiana and then to Texas where he resided with his wife and son for five years and was co- founder of Extended Personal Service, LTD.

Doug contributed to establishing and implementing Revocable Living Trusts and Asset Protection strategies with Elder Law Attorneys. He specializes and now focuses on individual Medicare Supplements, Medicare Advantage, Asset Preservation and Long-Term Care where he is able to utilize his extensive experience and knowledge to provide solutions for his clients’ needs. His strong ethical values and firm beliefs in helping people, gives his clients the feeling that they are in trusting hands.

“After all my years in this business, my goal continues to be for my clients to feel informed and confident with the policies that I provide them. I believe I would not be as successful in the industry today without that mindset. I want my clients to feel taken care of.”

Doug continues to grow his career in the area he grew up in where he is surrounded by his family and friends. When he isn’t working he enjoys outdoor activities, hunting, traveling and spending time with his grandchildren. 

The price of success is hard work, dedication to the job at hand, and the determination that whether we win or lose, we have applied the best of ourselves to the task at hand.    ~Vince Lombardi


Joseph T. Jaehnke
IT Marketing Manager


Joe has been with the Extended Personal Service, Ltd. financial team since 2008.  He maintains technology solutions to help manage client needs with Medicare insurance, asset preservation and income planning utilizing annuities and life insurance, long-term care strategies and legacy planning.  Joe has worked in the consulting and customer service industry since 1998 specializing in database management, marketing, and technology solutions.  He graduated with a bachelor’s degree in management from the University of Wisconsin-La Crosse, where he made the Dean’s List and the University of Wisconsin-Milwaukee with a bachelor's degree in Information Science Technology with a 4.0 GPA in major courses.

“My number one focus is helping guide clients through the decision-making process.  It’s most important to me that they understand their options and make choices with confidence, while maximizing time-tested results.  Helping our clients meet their financial goals is what drives my success.”

Joe grew up in Wisconsin.  He and his wife, Jessica, have two wonderful children and enjoy the outdoors, sports, fishing, kayaking and having fun with their family and friends.  They have two Boston terriers, Rex and Lacy.

The best and most beautiful things in the world cannot be seen or even touched they must be felt with the heart.  ~ Helen Keller

 


To schedule a 45-to 60-minute appointment to discuss your financial future and the possible role of insurance or investments in your financial strategy, call us at (800) 927-5588 today!!


Securities offered through Harbour Investments, Inc.

Securities licensed in Wisconsin & Illinois.


Branch Office: North 3000 County Hwy BB, Columbus, WI  53925

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck