We believe you deserve to have a retirement income strategy that truly protects what is most important to you and your family.
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Preparing Your Financial Roadmap: What to Consider
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Where do you see yourself in the next 10-30 years?
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Your life expectancy. With good healthcare and a healthy lifestyle, you should plan to live a long
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What you can contribute to your plan now to cover current and future expenses.
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Be prepared with a list of all your assets, including current accounts, retirement plans, and home equity.
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The cost to maintain your current and future lifestyle.
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Are your current assets adequate to fund your future lifestyle?
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When do you expect to start relying on your assets to cover living expenses?
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What is your level of risk tolerance? Are you at the right risk level based on your time to retirement and the economic outlook?
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What other income will you have in retirement? Will you have pension payments, dividends, Social Security, or other forms of income?
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Do you have an estate plan? This is not only important to ensure your assets are distributed per your wishes, but it can reduce taxes and ensure your health and care needs are met.
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Do you have an emergency fund set aside for unforeseen events? Consider what you would need if you have a home emergency, long illness or injury, or job loss.
As we talk through the answers to these questions, a view of your current fiscal health will emerge, as will a clear vision of your goals and the steps necessary to get you there. Remember that a financial roadmap is a living thing. Like your route on a trip, situations can emerge, requiring slight adjustments. We recommend reviewing your roadmap at least annually to ensure we consider any new developments and plan accordingly.
Schedule a meeting with one of our advisors today to get started working on your retirement roadmap. Our team of qualified financial advisors is here to help our clients in West Michigan and surrounding areas achieve the retirement of their dreams.
Events
We’ve wrapped up all our 2022 events at this time.
Stay tuned for our 2023 event schedule.
Jacobs Retirement Roadmap™
- Discover – Let yourself imagine your ideal retirement.
- Discuss – Examine your current finances and future needs.
- Implement – Create a customized plan for getting you the retirement of your dreams.
Meet the Team
Meet Tom Jacobs
Tom Jacobs is the president and CEO of Jacobs Financial Services LLC. He has over 25 years of experience in the insurance and financial industry. He believes the best approach when working with clients is to be straightforward, direct, and crystal clear about retirement income strategies.
He holds an associate degree in communication and received his bachelor’s from Ferris State University.
He is married to Shelly and is the proud father of two daughters. He enjoys fishing, boating, and golfing.
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Future Events
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Get Your Complimentary Copy of Tom Jacobs’ Book
Learn how to dominate your post-work years by reading the powerful, personal story of Tom Jacobs’ journey to creating income strategies designed to address the retirement crisis that exists in America. Request Toms book, “Retirement Domination: Play to Win With Your Retirement,” and it will be our pleasure to rush you a complimentary copy!
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