Thanks for taking our Retirement Readiness Quiz!
You’ve taken a great first step. Now let’s review your results together.
Schedule a quick call with a Jacobs Financial Services retirement specialist to walk through your answers, highlight key takeaways, and identify areas that may need further attention. From there, we’ll outline next steps and, if appropriate, schedule an in-person meeting to go deeper into your goals and options.
Book your call below—it’s a simple conversation to help you move forward with clarity and confidence.
If you are turning 73 this year, this message is for you. The IRS may require you to take your
Entering retirement is a major milestone. After years of saving and investing, your focus shifts from building wealth to protecting
The holiday season brings moments of reflection—gathering with family, sharing stories, and enjoying traditions that remind us what truly matters.
