JACOBS FINANCIAL SERVICES
IT’S TIME TO LIVE
YOUR RETIREMENT DREAMS

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.

MARCH 15
2025

WATERMARK COUNTRY CLUB

9AM – 2PM

RETIREMENT BOOTCAMP

TAX EDUCATION, MEDICARE EDUCATION, ESTATE PLANNING, RETIREMENT PLANNING

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

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.

FEARLESS RETIREMENT

Fearless retirement by tom jacobs book cover

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!

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.

Retirement domination

FEARLESS
RETIREMENT

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!

Fearless retirement by tom jacobs book cover

SOUND LIKE YOU?​

White shield with stripes and stars.

“I’m overwhelmed by the number of complex financial decisions I have to make. What if I make the wrong one?”

White shield with stripes and stars.

“I’m worried that the money I’ve saved won’t get me through retirement if I continue living my current lifestyle.”

White shield with stripes and stars.

“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.

An older couple embracing and laughing in an outdoor setting with hills in the background.
A joyful older couple riding a scooter, both wearing helmets and smiling as they enjoy the ride.

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.

Income

Legacy

Growth

ATTEND A LIVE EVENT

Join us at an upcoming event to learn more about our team, our planning, and how we can help you and your retirement.

February 17 & 19
Grand Rapids
Ruth's Chris Steak House
6:30 PM
February 24 & 25
Kalamazoo
Martell's
6:30 PM

GET TO KNOW

JACOBS FINANCIAL SERVICES

Team
Get to know the retirement specialists who are ready to guide you on your journey toward maximizing your retirement.

GET TO KNOW Jacobs Financial Services

Get to know the retirement specialists standing by to guide you on your journey toward maximizing your retirement

READY TO MAXIMIZE YOUR RETIREMENT?

Book your no-obligation meeting today!

Fill out your information below & we'll mail you a copy of Retirement Domination!

Fill out your information below & we'll mail you a copy of Fearless Retirement!

Join us October 25th for a one-of-a-kind Retirement Bootcamp and take control of your financial future.

Registration is Now Open!

Saturday, October 25 2025 – 8:45 AM to 1:30 PM
Watermark Country Club, Grand Rapids