JACOBS FINANCIAL SERVICES
IT’S TIME TO LIVE
YOUR RETIREMENT DREAMS

Minimize Stress and Maximize Your Retirement Confidence

Retirement Bootcamp: March 15, 2025 at Watermark Country Club

WATERMARK COUNTRY CLUB

9AM – 2PM

RETIREMENT BOOTCAMP

TAX EDUCATION, MEDICARE EDUCATION, ESTATE PLANNING, RETIREMENT PLANNING

At Jacobs Financial, it’s our mission to minimize your stress and maximize your retirement

so you can confidently live the dreams you’ve worked so hard to make a reality.

BOOKS:

Retirement Wake Up Call

FEARLESS RETIREMENT

RETIREMENT DOMINATION

COMING SOON!

In Retirement Wake Up Call: The Market Doesn’t Care About Your Retirement, retirement income specialist Tom Jacobs reveals the hidden risks that could threaten the future millions of Americans have worked decades to build. From market crashes and inflation to taxes and rising uncertainty, this powerful new book challenges many of the traditional beliefs people have relied on for retirement planning.

Fearless Retirement by Tom Jacobs book cover

Fearless Retirement: Minimize Risk to Maximize Retirement Income, is now available!

Written by our founder, Tom Jacobs, Fearless Retirement is a workbook-style resource designed to help with retirement income decisions. From planning your budget and “bucket list” to developing a tax strategy, Fearless Retirement is your guide!

Written by our Founder, Tom Jacobs, Retirement Domination is a clear, practical guide to taking control of your retirement strategy. It simplifies complex financial decisions, helping you build a reliable income, reduce risk, and retire with confidence.

Books:

RETIREMENT DOMINATION

FEARLESS RETIREMENT

Books

RETIREMENT
WAKE UP CALL

COMING SOON!

In Retirement Wake Up Call: The Market Doesn’t Care About Your Retirement, retirement income specialist Tom Jacobs reveals the hidden risks that could threaten the future millions of Americans have worked decades to build. From market crashes and inflation to taxes and rising uncertainty, this powerful new book challenges many of the traditional beliefs people have relied on for retirement planning.

FEARLESS
RETIREMENT

Fearless Retirement: Minimize Risk to Maximize Retirement Income, is now available!

Written by our founder, Tom Jacobs, Fearless Retirement is a workbook-style resource designed to help with retirement income decisions. From planning your budget and “bucket list” to developing a tax strategy, Fearless Retirement is your guide!

Fearless Retirement by Tom Jacobs book cover

RETIREMENT
DOMINATION

Written by our Founder, Tom Jacobs, Retirement Domination is a clear, practical guide to taking control of your retirement strategy. It simplifies complex financial decisions, helping you build a reliable income, reduce risk, and retire with confidence.

SOUND LIKE YOU?​

White shield with stripes and stars.

“I’m overwhelmed by the number of complex financial decisions I have to make. What if I make the wrong one?”

White shield with stripes and stars.

“I’m worried that the money I’ve saved won’t get me through retirement if I continue living my current lifestyle.”

White shield with stripes and stars.

“I’m lacking the confidence to do the things I want in retirement because I’m not sure what the future holds.”

planning you can understand.

Solutions you can trust.

Our Jacobs Retirement Roadmap™ process delivers plans specially designed to address your unique financial needs and help you maximize the retirement you’ve worked so hard to make a reality.

Step 1

DREAM

Imagine your dream retirement and explore what’s important to you.

Step 2

MINIMIZE RISK

Examine your current financial situation and determine what you need to live your retirement dreams.

Step 3

MAXIMIZE RETIREMENT

Develop a custom retirement strategy for moving toward your goals and living the life you’ve worked so hard to make a reality.

An older couple embracing and laughing in an outdoor setting with hills in the background.
A joyful older couple riding a scooter, both wearing helmets and smiling as they enjoy the ride.

A PLAN BUILT FOR YOU

What makes our plans different? We don’t simply focus on one area of retirement. Instead, we customize your financial system to include the three areas key to long-term retirement success.

Income

Legacy

Growth

ATTEND A LIVE EVENT

Join us at an upcoming event to learn more about our team, our planning, and how we can help you and your retirement.

June 23 & 24
Lansing
Capital Prime
6:30 PM
June 1 & 3
Kalamazoo
Martell's
6:30 PM

GET TO KNOW

JACOBS FINANCIAL SERVICES

Get to know the retirement specialists who are ready to guide you on your journey toward maximizing your retirement.

GET TO KNOW Jacobs Financial Services

Get to know the retirement specialists standing by to guide you on your journey toward maximizing your retirement

READY TO MAXIMIZE YOUR RETIREMENT?

Book your no-obligation meeting today!

Fill out your information below to get on our wait list for a copy of Retirement Wake Up Call!

Fill out your information below & we'll mail you a copy of Fearless Retirement!

Fill out your information below & we'll mail you a copy of Retirement Domination!

Jacobs Financial Services logo featuring a shield with American flag and camouflage elements, promoting the Retirement Boot Camp event.

Join us October 25th for a one-of-a-kind Retirement Bootcamp and take control of your financial future.

Registration is Now Open!

Saturday, October 25 2025 – 8:45 AM to 1:30 PM
Watermark Country Club, Grand Rapids

NEW BOOK RELEASE

Get ready for the retirement wake up call nobody else is willing to give.

In Retirement Wake Up Call: The Market Doesn’t Care About Your Retirement, retirement income specialist Tom Jacobs reveals the hidden risks that could threaten the future millions of Americans have worked decades to build. From market crashes and inflation to taxes and rising uncertainty, this powerful new book challenges many of the traditional beliefs people have relied on for retirement planning.

Fill out your information below to get on our waitlist for a copy of Retirement Wake Up Call!