Our Professionals
Our team approach offers a range of services to provide more benefits to our clients. At Jacobs Financial Services LLC, we are proud of our strong team of financial planners and licensed insurance professionals. While we bring a wealth of experience to the table, our primary focus is retirement income and wealth preservation.
What to save and what to invest are common questions from our clients. From life insurance to IRAs, we will work to find the right mix of savings and investments to build a strong financial plan for your post-career years. A successful strategy should not only work with your current lifestyle but must prepare you for the lifestyle you want in the future.
Our Resources
Depending on your goals, there are many ways to achieve a robust plan that weathers market volatility while ensuring that you can continue to reap the benefit of your careful planning. An annuity is one option that provides a monthly income. When combined with Social Security income, you preserve the principle in your retirement accounts while having a steady cash flow to cover living expenses.
A robust retirement and wealth preservation plan should also consider the tax implications of the different investments. There is no one strategy for all. Every client has different goals, risk tolerance, and tax considerations. Our team can work with you to determine the right formula for you. For your convenience, our resource center offers a spectrum of timely and informative articles that were written with you in mind.