Don't just chase your dreams

Let us help you plot a path!

Choose to work with Lifetrek Financial Group and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Our Team

Jerry Zakariasen, CFP®, CLU

Certified Financial Planner™

Tracey Partridge

Client Service Manager

Our Team

Friendly, Cheerful and Knowledgeable

The friendly, cheerful and knowledgeable handling of our investments by Lifetrek Financial has given my husband and me a worry-free future. We feel that we have a trustworthy friend, as well as an advisor, and our relationship with him has been extremely rewarding over the years” – Robert and Geneva L.

Lifetrek met that goal painlessly

I came to Lifetrek with one goal in mind. Lifetrek met that goal painlessly, with a very personal approach. Different strategies are used for each client, which is not what I’ve experienced in the past. – Richard K.

Personal and proactive than most financial institutions

Lifetrek has had a big impact on our quality of life over the last 14 years. They are more personal and proactive than most financial institutions, and my questions are always answered. – Pat K.

Impressed with Lifetrek’s team approach

I have always been impressed with Lifetrek’s team approach. I really appreciate the continuity of service and have a lot of trust in their recommendations. We were late bloomers, but now we’ve built a portfolio that helps us to sleep better at night. – Tom and Nellie H.

"I am grateful to have Jerry as a trusted advisor"

I have known Jerry as a neighbor and friend for over 30 years. For the last 20 plus years, Jerry has managed our family’s financial well-being. In the late 90’s, he ensured that my ailing mother was able to maximize her assets in her final years and we all had comfort knowing she was well taken care of. As time passed, we migrated our own portfolio to Jerry knowing it was in hands more capable and knowledgeable than we could ever accomplish on our own. Even so, Jerry has always been able to translate the complexities of financial planning into plain language to allow us to stay engaged and make informed decisions. - Vicky W.

I have known Jerry as a neighbor

For the past 25 years, my husband and I have entrusted our investments to Lifetrek Financial Group. The communication on the status of our accounts has always been excellent and our regular twice-yearly meetings with Jerry leading up to retirement were both reassuring and instrumental in deciding which direction to take them. - Tina B

The Value Of Advice

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The Cost Of Advice

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Contact Us

Get in Touch

What does your future look like?

Let us help you plot a path!

Why should you choose us?

Our Team

Jerry Zakariasen, CFP®, CLU

Tracey Partridge

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Inflation and the U.S. Debt Ceiling

Inflation and the Worries of Investing

Three Managers and Their Approach to Buying Companies

Market Monitor

Friendly, Cheerful and Knowledgeable

Lifetrek met that goal painlessly

Personal and proactive than most financial institutions

Impressed with Lifetrek’s team approach

"I am grateful to have Jerry as a trusted advisor"

I have known Jerry as a neighbor

The Value Of Advice

The Cost Of Advice

Contact Us