At Jacobs Financial, it’s our mission to minimize your stress and maximize your retirement so you can confidently live the dreams you’ve worked so hard to make a reality.
At Jacobs Financial, it’s our mission to minimize your stress and maximize your retirement
so you can confidently live the dreams you’ve worked so hard to make a reality.
Books:
RETIREMENT DOMINATION
Written by our Founder, Tom Jacobs, Retirement Domination is a clear, practical guide to taking control of your retirement strategy. It simplifies complex financial decisions, helping you build a reliable income, reduce risk, and retire with confidence.
Our newest book, Fearless Retirement: Minimize Risk to Maximize Retirement Income, is now available!
Written by our founder, Tom Jacobs, Fearless Retirement is a workbook-style resource designed to help with retirement income decisions. From planning your budget and “bucket list” to developing a tax strategy, Fearless Retirement is your guide!
Written by our Founder, Tom Jacobs, Retirement Domination is a clear, practical guide to taking control of your retirement strategy. It simplifies complex financial decisions, helping you build a reliable income, reduce risk, and retire with confidence.
Our newest book, Fearless Retirement: Minimize Risk to Maximize Retirement Income, is now available!
Written by our founder, Tom Jacobs, Fearless Retirement is a workbook-style resource designed to help with retirement income decisions. From planning your budget and “bucket list” to developing a tax strategy, Fearless Retirement is your guide!
“I’m overwhelmed by the number of complex financial decisions I have to make. What if I make the wrong one?”
“I’m worried that the money I’ve saved won’t get me through retirement if I continue living my current lifestyle.”
“I’m lacking the confidence to do the things I want in retirement because I’m not sure what the future holds.”
planning you can understand.
Solutions you can trust.
Our Jacobs Retirement Roadmap™ process delivers plans specially designed to address your unique financial needs and help you maximize the retirement you’ve worked so hard to make a reality.
Step 1
DREAM
Imagine your dream retirement and explore what’s important to you.
Step 2
MINIMIZE RISK
Examine your current financial situation and determine what you need to live your retirement dreams.
Step 3
MAXIMIZE RETIREMENT
Develop a custom retirement strategy for moving toward your goals and living the life you’ve worked so hard to make a reality.
A PLAN BUILT FOR YOU
What makes our plans different? We don’t simply focus on one area of retirement. Instead, we customize your financial system to include the three areas key to long-term retirement success.