Our Mission
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 help 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.
Goals
- To treat our clients like members of our family
- To remain accessible to our clients via electronic or personal contact
- To maintain, at minimum, yearly account reviews with our clients
- To design financial strategies with the flexibility to respond over a client's lifetime
- To continue our professional education, thereby, increasing our value to clients
- To recommend products solely on the basis of client need, compatibility, risk tolerance
- To build and manage clients' wealth to secure the growth of a financial legacy for heirs
- To build confidence in our services such that clients recommend us to friends and families
Beliefs and Values
- We believe our services will improve clients' lives
- We believe our clients deserve attention, dignity, respect and honesty
- We believe our clients have the right to peace, happiness, improved quality of life, financial security, and creation of a financial legacy
- We believe our clients can best define and reach their goals with our professional assistance
- We believe in the integrity of the family unit and in its continuation and contribution to society
- We believe in sound, Christian values
