To assist our clients toward a more comfortable and successful pursuit of financial independence. While there is definite value in the separate management of your investments, taxes, insurance, and estate, our 50-year experience has shown us that the greatest value comes from a comprehensive coordination of all these elements into a cohesive strategy that addresses all your goals throughout each phase of life.
Through an intentional and attentive approach, the management of your portfolio starts with a relationship. We feel that to truly know what's in your best interest, we must truly know your interests the best. Therefore, our aim is to develop life-long relationships, and the trust that this approach fosters will allow us to help you navigate the opportunities and uncertainties of investing over time.
Through an intentional and attentive approach, the management of your portfolio starts with a relationship. We feel that to truly know what's in your best interest, we must truly know your interests the best. Therefore, our aim is to develop life-long relationships, and the trust that this approach fosters will allow us to help you navigate the opportunities and uncertainties of investing over time.
Services
We attribute much of our growth and longevity to our personal relationships with our clients, independent and objective financial advice, and a team-based approach. It's uncommon to find a firm that has successfully provided unparalleled personal attention to its clients for more than 50 years. From the beginning, our deliberate organizational pattern of independence has remained a core conviction.
Retirement can be a smooth transition or a jarring change. While money management is a necessity, planning for lifestyle changes and psychological adjustments is also very important. Today's retirees can expect longer, healthier, and more active retirements than any other generation in history. But along with these advantages comes the responsibility to take care of the money you've accumulated.
We are proud to offer one of the first asset management programs in the securities industry; the Strategic Wealth Management (SWM) account. Through SWM, we can personalize your portfolio by choosing from among more than 10,000 no-load/load-waived mutual funds and Exchange Traded Funds (ETFs).
The investment management and advice for this unique advisory account is provided through Dean, Jacobson Financial Services, A Registered Investment Advisor, and separate entity from LPL Financial.LPL Financial, the custodian for our SWM accounts, created this advisory platform to enable us to expand our independence and focus solely on you, our client, and your specific goals.
The investment management and advice for this unique advisory account is provided through Dean, Jacobson Financial Services, A Registered Investment Advisor, and separate entity from LPL Financial.LPL Financial, the custodian for our SWM accounts, created this advisory platform to enable us to expand our independence and focus solely on you, our client, and your specific goals.
Risk Management is a term that has multiple applications. We consider risk management in a very broad context when dealing with comprehensive financial planning and wealth management. For instance, it deals with understanding the nature of risk, being able to determine the possibilities and probabilities associated with a particular risk, and finally assessing the financial consequences should the risk occur.
Qualified Retirement Plans (such as 401(k) or 403(b) plans) are often an integral part of wealth management and financial planning, and of the services we offer. Retirement plan laws and regulations are extremely complex and in a seemingly constant state of change.
Add to that the severe penalties from both the Department of Labor (DOL) and the Internal Revenue Service (IRS) for noncompliance, and this area of planning quickly becomes a minefield waiting to explode on unsuspecting plans.It was within this dangerous environment back in the early 80s that our advisors first began specializing in qualified retirement plans for businesses.
Add to that the severe penalties from both the Department of Labor (DOL) and the Internal Revenue Service (IRS) for noncompliance, and this area of planning quickly becomes a minefield waiting to explode on unsuspecting plans.It was within this dangerous environment back in the early 80s that our advisors first began specializing in qualified retirement plans for businesses.
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