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Business Planning Services

Trustworthy Advice for Complex Businesses

Trustworthy Advice for Complex Businesses

With over 50 years of experience, we understand the complexities of running a business. We offer you the freedom to focus on your business by providing trustworthy financial guidance. Let us create a sustainable plan that aligns with your ideal business and your personal goals and values.

Retirement Plan Consulting

A successful retirement plan is crucial for quality talent attraction and retention. Jacobs Financial offers a keen eye, diving deep into the nuances of your plan. We can provide plan design consultations, free benchmarking, and fiduciary support to keep you compliant, and investment selection and monitoring support. We offer complete, informed guidance to help you build and maintain an ideal plan for your business and your employees.

401(k) Plan Design

Crafting a successful 401(k) plan for businesses requires a customized approach to align with both employer and employee needs. This involves selecting an optimal contribution structure, investment options, and ensuring regulatory compliance. Features like employer matching contributions can enhance the plan's appeal. Your financial advisor can help your business navigate the complexities of 401(k) plan design, promoting retention, company growth, tax deductions and more.

Risk Management & Insurance

Risk management is the anchor of any solid business plan. We understand the importance of having the right coverage for you, your business, and your employees to protect your business and families. Our team can assess your risk exposure and tailor insurance options that match your needs and budget, to help you sail confidently through any storm that comes your way.

Employee Education

Group retirement and benefit plans are better for everyone when participation is high. To boost employee participation, we provide helpful seminars, workshops, one on one financial consulting, and benefits communication and summary statements to educate your employees and build their confidence in the plans your business offers.

Employee Benefits

At Jacobs Financial, our mission extends beyond mere numbers on a spreadsheet. We help you create attractive compensation and employee benefits packages that attract top performers and retain them. Our strategic team ensures compliance and cost control, while prioritizing the well-being of your employees and the strength of your workforce.

Investing for Impact: Make a Difference While Pursuing Your Goals

In this ebook, you'll learn the history and key elements of  investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.

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Our Approach

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