At Jacobs Financial we provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.

We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.

The Mission of Jacobs Financial, a family-owned financial services firm, is to serve individuals, families, business owners, and professionals like our own, providing financial strategies to meet their lifetime financial goals. By operating with professional integrity and ideals of service, we establish strong relationships with clients while building a legacy of sound financial practice, together. >> Read More

Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

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Market Watch

July 31, 2010 @ 11:30 PM

Dow Jones Industrials 10,465.94- 1.22
Dow Jones Transportation 4,422.94+ 7.92
Dow Jones Utilities 385.53- 1.81
Nasdaq Composite 2,254.70+ 3.01
Nasdaq 100 1864+ 3.70
S&P 500 1,101.60+ 0.07
S&P 100 500.56- 0.46
S&P Mid-Cap 400 760.27+ 2.16
S&P Small-Cap 600 348.50- 0.44
Russell 2000 650.89+ 0.46
NYSE Composite 6,998.99+ 4.42
AMEX Composite 1,894.43+ 7.51
10 Year Treasury Note 3+ 0.01
Wilshire 5000 11,492.94+ 7.78
PHLX Semiconductor Index 348.81- 3.71

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Jacobs Financial and its affiliate(s) CRI Securities, LLC are independently owned and operated.

Jacobs Financial, Jacobs Executive Center
1407 33rd Street South , St. Cloud, MN, 56301 (320) 217-6006 / (866) 747-6006
Copyright 2010 Jacobs Financial, Securian Financial Network. All Rights Reserved.