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Personal Financial Planning Services

Innovative Strategies to Navigate Life’s Journey

Innovative Strategies to Navigate Life’s Journey

As an independent firm, we pride ourselves on having the freedom to craft flexible, innovative strategies and tailored solutions that can adapt to your changing needs. With a wide range of services, we can help you do more of what you enjoy while working toward what you want.

Financial Planning

We delve deep into your hopes, concerns, and aspirations. Unearthing the essence of your financial desires, we create a personalized strategy to navigate life’s complexities at every turn. Join us on this journey to the financial future and independence you deserve.

Wealth Management

At Jacobs Financial, we simplify the process of building and safeguarding your wealth. We tailor a customized wealth management plan to maximize returns and protect your principal, helping make your financial journey a more worry-free one.

Tax Planning Strategies

We recognize the value of tax strategies in managing your finances. By understanding your circumstances, we can identify suitable strategies to potentially reduce your tax burden or optimize your tax refund.

Retirement Strategies

Our dedicated advisors create personalized retirement income strategies to match your goals and address your concerns. We continuously monitor and adjust the plan to help ensure a secure and comfortable retirement, so you can feel confident all throughout your retirement journey.

Insurance & Protection

By integrating proactive strategies, we ensure you navigate through life's various stages effectively while safeguarding future generations. Let us be your trusted partner in securing your financial future and peace of mind.

Estate & Legacy Planning

Generational planning is at the core of our customized approach. We aim to ease the financial burden on your loved ones and fulfill your desires for the next generation with a thoughtful legacy plan. Let's create a lasting impact together.

Education Planning

At Jacobs Financial, we offer a personalized education planning approach to navigate college expenses, set achievable goals, and make strategic, lasting investments for your child or grandchild’s future education.

Special Needs Trust

Special needs trusts are essential for safeguarding the financial future of individuals with disabilities. These trusts ensure the careful management of assets, preserving eligibility for government assistance programs. Tailored to the individual's circumstances, a special needs trust addresses future financial needs and potential medical expenses. Families can benefit from the expertise of a specialized financial advisor to navigate the complexities of trust creation, ensuring a stable financial future and peace of mind.

Leaving a Lasting Legacy

This ebook explores charitable foundations with the goal of creating a legacy to last well beyond a single lifetime.

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Our Approach

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Our Approach

Our Team

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Our Team

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