Our Firm

Extended Personal Service, Ltd was founded in 1978 and remains an independently owned and operated firm.  During the last 30 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 been able to save some of our clients substantial amounts of money  in the event of catastrophic illness and assist people in obtaining benefits from Medical Assistance and the Aid and Attendance VA Benefit.  We have helped clients cut their income taxes, reduce tax on Social Security, lower their estate taxes and protect and preserve their estates.  We offer wealth transfer strategies, asset accumulation and preservation programs, retirement planning, income planning, multi generational and legacy building solutions.  Call us to receive a complimentary consultation. 

-Denise A. Jaehnke, CEO

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

This is an international, independent association of more than 31,000 members, or less than 1 percent of the world's life insurance and financial service professionals, in more than 80 nations and territories.  MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.  MDRT membership is recognized internationally as the standard of sales excellence in life insurance and financial services business.

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 planning, investment advisory services, and estate planning. She is a member of the American Association for Long Term Care Insurance, committed to meeting the long term care planning and protection needs of individuals. She belongs to the Society of Financial Professionals. The Society of FSP'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.                                                                            

Advisory services and securities offered through Lincoln Investment Planning, Inc. , Registered Investment Advisor, Broker/Dealer, Member FINRA /SIPC. Branch Office: North 3000 County Hwy BB , Columbus, WI 53925 . Supervising Office: Suite A, 3340 Annapolis Lane North, Minneapolis, MN  55447  (763) 512-1680

Lincoln Investment Planning, Inc. and Extended Personal Service, Ltd. are independently owned and each is responsible for its own business.

Securities involve risk including possible loss of principal.  

Joe Jaehnke attended The University of Wisconsin – La Crosse where he earned his Bachelor’s Degree in 1997. He holds his Wisconsin Health and Life Insurance License and is also a licensed Real Estate Broker in the State of Wisconsin licensed since 1998.

 

“My number one focus is to help my clients make calculated decisions that will best fit their personal and family goals. It is most important for me to have happy clients that I have helped make informed decisions. I don’t always have the immediate answer, but will work to find the best answer to help my clients make informed choices.” Joe Jaehnke

Joseph Jaehnke is not affiliated with Lincoln Investment.