Broker Check
320-217-6006
Login

Planning Your Path to Financial Independence

By building relationships based on trust with our clients, we guide them toward financial independence and their goals for their life and finances.

Jacobs Financial Announced as the 2024 Family-Owned Business of the Year

Jacobs Financial Announced as the 2024 Family-Owned Business of the Year

This award issued by the St. Cloud Area Chamber of Commerce recognizes family-owned businesses in Central Minnesota for outstanding work in the community.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more



Our Approach
Financial Planning Based on Trust

Financial Planning Based on Trust

Welcome to Jacobs Financial, where financial guidance is more than numbers — it's about trust, longevity, and creating a legacy. We believe our customized services improve our clients’ lives, helping them do more of what they enjoy as they plan for a solid financial future and a lasting legacy. At Jacobs Financial, we’re in this business to bridge dreams and reality.

About Us

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Learn more
Strategies for a Lasting Legacy

Strategies for a Lasting Legacy

We are a family-owned business, serving through a faith-based, relational approach. With a blend of enduring strategies and innovation, we empower our clients to enjoy life with confidence. Just as we plan for our own growth and continuity, we want to do the same for you. Let the Jacobs Financial team guide you on your ideal financial path, toward your unique goals.

Personal and Business Financial Services

From personal to business financial planning, our comprehensive services make us your one-stop destination for financial guidance.

Evolving Plans for Changing Financial Landscapes

Our financial plans are versatile roadmaps, tailored to your life's ever-changing landscape. We craft personalized strategies that align with your goals and, through a focus on education, empower you to make informed financial decisions.

Personal Services

Strategic Business Planning Aligned with Your Goals

Our skill lies in crafting strategic business solutions that align with your company's retirement, investment, and insurance needs. We're here to guide you toward well-informed decisions that help shape a prosperous future.

Business Services

Financial Education Resources

Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?
Learn More
A Comprehensive Guide to Navigating Life's Transitions

A Comprehensive Guide to Navigating Life's Transitions

Check out this comprehensive guide to all the stages of your financial life cycle as you navigate each life transition.
Learn More
A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Learn More

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Have a Question?

Thank you!
Oops!

2024 Family-Owned Business of the Year issued by St. Cloud Area Chamber of Commerce. A family owned and operated business which has been passed from one generation to another. Nominees must also serve as a majority owner and operator or bear principal responsibility for operating the business with at least a 15 year track record. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Awarded to Jim, Andy, and Dave Jacobs of Jacobs Financial on 4/1/24.