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Jacobs Financial

  •  Tel: (320) 217-6006
  •  Toll Free:
  •  Fax: (320) 217-6005
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Jacobs Financial

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Proactive Strategies

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

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  3. Providing Solutions for Business Needs

Providing Solutions for Business Needs

Business Retirement Plans

  • 401(K)
    • Plan Design Consultation
    • Fee Benchmarking
    • Fiduciary Support
      • Investment Selection & Monitoring 
    • Plan & Participant Education
  • Simple IRA/SEP
  • Non-Qualified Plans
  • Defined Benefit/ Defined Contribution/ Money Purchase/ Profit Sharing
  • Executive Compensation Plans
  • ESOP

 

Business Insurance Products

  • Key Person
  • Split Dollar
  • Overhead Expense
  • Disability Buyout Insurance
  • Funding of: Executive Compensation; Stock Purchase; Business Continutation; Deferred Compansation; Salary Continuation Strategies; and Buy/Sell Agreements

 

Employee Education and & benefits Communications

  • Seminars
  • Workshops
  • One on one Financial Counseling
  • Benefit Communications & Summary Statements

 

Employee Benefits

  • Group Medical
  • Long Term Disability
  • Short Term Disability
  • Dental
  • Vision
  • Long Term Care
  • Term & Universal Life
  • Voluntary Benefits
  • Flexible Spending Accounts
  • Cobra Administration
  • HR Services
  • Customized Benefits Websites

Products and Services

  • Business Needs Solutions
  • Personal Needs Solutions

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Jacobs Executive Center
1407 33rd St S
St Cloud, Minnesota
56301
North Star Resource Group
2701 University Ave SE
Minneapolis, Minnesota
55414
 
  •  Tel: (320) 217-6006
  •  Toll Free:
  •  Fax: (320) 217-6005
  •  info@jacobs-financial.com
  •  
  •  

This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

Jacobs Financial, an affiliate of North Star Resource Group, both of which are independently owned and operated offer their own suite of products and services entirely independent of Securian.

Certain individuals associated with Jacobs Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Jacobs Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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