Develop a custom strategy so that you can take steps toward meeting your retirement goals. Our mission is to help individuals enter retirement and stay retired. Our primary focus is reducing income taxes on retirement assets and helping to reduce risk. Learn how to dominate your post-work years by reading the powerful, personal story of Tom Jacobs' journey to solving the retirement crisis that exists in America.
Request Amazon best-seller "Retirement Domination: Play to Win With Your Retirement, " and it will be our pleasure to rush you a complimentary copy!
Request Amazon best-seller "Retirement Domination: Play to Win With Your Retirement, " and it will be our pleasure to rush you a complimentary copy!
Services
The team behind Jacobs Financial Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. We look forward to meeting you at one of our three locations in Michigan. Tom is committed to helping you achieve the retirement you deserve through a personal approach focused on getting to know your unique goals, situation and attitudes about risk.
At Jacobs Financial Services, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns. For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Keep your finances safe with expert asset protection by Jacobs Financial Services. Explore the benefits and features of this type of financial planning. Consider how you can plan effectively to secure your retirement, protect your family, and pass on a financial legacy. Learn more about asset protection, how to proactively plan for a lawsuit or other situation, and why Jacobs Financial Services is your leading provider of quality solutions.
Are you transitioning into retirement or changing jobs? Find out how to protect and roll over your 401(k) without rollover fees and penalties. Work with Jacobs Financial Services to explore your options to meet your financial goals and retirement dreams. Once you decide to roll over your 401(k), you have 60 days to transfer it to an IRA or another 401(k) place without incurring any withdrawal penalties.
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