We believe you deserve to have a retirement income strategy that truly protects what is most important to you and your family.

We believe you deserve to have a retirement income strategy that truly protects what is most important to you and your family.

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financial advisory firms

Events

We’ve wrapped up all our 2022 events at this time.
Stay tuned for our 2023 event schedule.

Blue Cow Logo

FEBRUARY 15th & FEBRUARY 16th

Ruth Chris Steak House

FEBRUARY 28th & MARCH 1st

CLICK HERE to schedule a meeting with a member of our team…
or
give us a call at 616.622.4654.

Jacobs Retirement Roadmap™

Jacobs_RetirementRoadmap_logo
  • Discover

    Imagine what your ideal retirement looks like, and explore what’s important to you.

  • Discuss

    Examine your current financial situation, and determine your retirement income needs.

  • Implement

    Develop a custom strategy so that you can take steps toward meeting your retirement goals.

Many of our clients in West Michigan and surrounding areas ask us the first step in financial planning. The first step in personal financial planning is preparing your financial roadmap. At Jacobs Financial Services, we approach retirement planning with a three-step methodology:

  1. Discover – Let yourself imagine your ideal retirement.
  2. Discuss – Examine your current finances and future needs.
  3. Implement – Create a customized plan for getting you the retirement of your dreams.

Since you wouldn’t consider setting off on a long trip without a map, GPS, or itinerary, it stands to reason that you should have some direction for something as critical as your financial future.

Meet the Team

Meet Tom Jacobs

Tom Jacobs is the president and CEO of Jacobs Financial Services LLC. He has over 25 years of experience in the insurance and financial industry. He believes the best approach when working with clients is to be straightforward, direct, and crystal clear about retirement income strategies. 

He holds an associate degree in communication and received his bachelor’s from Ferris State University.

He is married to Shelly and is the proud father of two daughters. He enjoys fishing, boating, and golfing.

 

Mike

MIKE BOUMA

Insurance Producer

Elise

ELISE MONROE

Insurance Producer

Ray Lutke

RAY LUTKE

Insurance Producer

certified financial advisor

PHIL PAULSON

Insurance Producer

certified financial advisor

AMY LUTKE

Insurance Producer

Amber underwood

AMBER UNDERWOOD

Chief Operations Officer

Aubrey

AUBREY HANSEN

New Business Director

Connor

CONNOR DUIVEN

Client Relations Manager

Lynize Gotshall

LYNZIE GOTSHALL

Event Director

Lisa

LISA MCCAFFREY

Office Manager

Katy payne

KATY PAYNE

New Business Manager

Marsha

MARSHA WALSH

Director of Business Development

Angela smith

ANGELA SMITH

Director of First Impressions

Take The Quiz!

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Future Events

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Event 1

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Event 2

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Event 3

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Get Your Complimentary Copy of Tom Jacobs’ Book

Learn how to dominate your post-work years by reading the powerful, personal story of Tom Jacobs’ journey to creating income strategies designed to address the retirement crisis that exists in America. Request Toms book, “Retirement Domination: Play to Win With Your Retirement,” and it will be our pleasure to rush you a complimentary copy!

Tom Jacobs Book

Contact Us

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