How much insurance should I have? How will we pay for the kids' education? Will I have enough money to last the rest of my life?
These are just some of the questions you may have ... Jacobs Investment Management helps you answer them. As a Certified Financial Planner, Bill Jacobs will work with you on these issues:
Insurance - Do I have enough life insurance? Do I need umbrella coverage? Where are the risks in my overall insurance picture?
Education - What is the best way to pay for the kids' college? Does a 529 Plan makes sense, and which one? What other alternatives are there for educational expenses?
Retirement Planning - Do I have enough to live on the rest of my life? Am I spending too much? What does my financial future look like looking out over the next 30, 40 or 50 years?
Estate Planning - Does my will make sense for my situation? With the tax law changes, do I need to make some changes?
Investments - How do I build wealth over time? How do I avoid the bubbles that have cost so many people so much of their savings in recent years? What is the right asset allocation for me, and how will that change as I get older?
Jacobs Investment Management will review these and other issues with you after a comprehensive interview. You talk, we listen. Then based on experience and an understanding of your situation, Bill will provide you a financial strategy, implement the strategy and monitor and adjust it over time.
Jacobs Investment Management is purely fee-based and does not receive any compensation for selling any products. The plan you get is based on what is best for you. Financial planning is performed for investment management clients and is not charged separately.