Michael A. Jankowske, CFP®

Michael A. Jankowske, CFP®

Vice President, Estate and Charitable Planning

“Most people/clients/donors have a misperception that they have limited resources… and don’t realize their potential to accomplish their charitable dreams without affecting their financial security. One very powerful way to do this is through the use of ‘Social Capital” in their personal financial life.” 

Financial Services – 40+ years experience
Charitable & Planned Giving Services – 30+ years experience
Business Owner – 15+ years experience
Real Estate Business Owner – 15+ years experience

As Vice President of Estate and Charitable Planning, Mike brings 40+ years of experience to SFG. He is an experienced financial advisor, with particular depth in the areas of income and estate tax planning. Mike assists with advanced case analysis, and offers financial planning support to SFG’s team of advisors. He has been on the forefront of developing trust and charitable strategies and solutions for select families, businesses and not for profits, identifying viable opportunities and actively participating in the development of planned giving programs. Mike has been working and charitable and planned giving market for 30+ years, helping charities raise millions of dollars while working with clients and donors. He helped establish the SFG Charitable Giving Fund, a donor advised program, and the SFG Community Fund. This enables our clients to support a charity that they are passionate about. Mike is a co-founder of Strategic Financial Group, LLC.  

Mike graduated from Valparaiso University with a Bachelor of Science in Business Administration and a concentration in Finance. He continued his education through the College of Financial Planning, and earned his CERTIFIED FINANCIAL PLANNER™ designation. Prior to establishment of SFG, Mike was employed by American Express Financial Advisors where he served in various management positions and earned the designation of “Advanced Planner” as a Partner of Fuller, Hassinger and Jankowske. In 2001, he was named the inaugural “Professional Advisor of the Year” by the Porter Country Community Foundation for his dedication to the area of planned giving and estate planning. Mike is also co-founder of the Northwest Indiana Planned Giving Group where he served as president from 2000 to 2003. He is the founder of the Hamelind Foundation which provides financial, intellectual, and human resources to non-profit organizations for the purpose of building successful planned giving programs. 

Mike’s interest in charitable giving drives him to give back to the community. He is active in the “Malama na Honu” (protect the sea turtles) in Maui, Hawaii that is dedicated to protecting the Hawaiian sea turtles through education, public awareness and conservation in the Spirit of Aloha. 

Mike is married, has three daughters and two grandchildren. He enjoys writing (for different genres), spending time with his family, playing softball, and snorkeling. Mike also appreciates his leisure time he has with his family in Hawaii.

Mike’s Qualifications

  • Education
    • Bachelor of Science in Business Administration, concentration in Finance, Valparaiso University, 1974
      The College for Financial Planning Program
  • Published works
    • Worth Magazine, December 2014- January 2015, “Is it possible to increase my charitable giving and improve my financial position?”
      Worth Magazine, February-March 2015, “What is ‘tax diversification’ and how can it benefit me?”
      Worth Magazine, June-July 2015, “What are some creative ways of benefiting from irrevocable trusts?”
      Worth Magazine, October-November 2015, “Why should I insist my advisors work less independently and more as a team?” 
      Worth Magazine, April-May 2016, “Can I boost the impact of my giving with strategies similar to those I use in my business?”
  • Professional designation 
    • *CERTIFIED FINANCIAL PLANNER™ (CFP®)