Retirement Income Strategies

Retirement Income Plans

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.


At Jacobs Financial Services LLC, we help you take care of your retirement. Build a retirement strategy with us to protect your family and enjoy the retirement lifestyle you want. Explore these key categories of retirement income strategies and discover how our firm can guide you to help create the retirement you deserve.


Flexible Income

Control your assets and retain access to your finances with flexible income. This may reduce the growth potential of your income stream, but liquidity can help you direct your finances how you want. Staying flexible with your retirement income allows you to invest in new opportunities as they present themselves.


Guaranteed Savings

Some of your retirement income should be guaranteed. We work with you to identify savings and income strategies that don’t fluctuate with the stock market. Choose annuities, Certificates of Deposit, Treasury bonds, and other strategies for additional peace of mind during retirement.


Growing Investment Portfolio

Make your money work for you with a high growth potential investment portfolio. Don’t just outpace inflation, but improve your financial situation with a strong investment portfolio. The risk of these high-growth options is reduced by diversifying your portfolio and balancing it with guaranteed savings options.


Preserved Principal

Another great way to keep your investment and retirement income safe is through principal preservation. Money market funds are a safe option that offer low yields. Depending on your retirement investment strategy, these may be used to balance the risk and high-growth potential of other investment options.


Enjoy Peace of Mind During Your Retirement

Prepare for your retirement with Jacobs Financial Services LLC. Browse our video resources or contact us today to get started on your road to peaceful retirement and expert financial planning. Use our resources and expertise to manage your money wisely and enjoy peace of mind as you enjoy your retirement. Learn more today to see if our qualified financial services are right for you.