If you’re preparing for your annual financial review or retirement consultation, you may find yourself wondering:
“What exactly is a strategy meeting?”
It’s a question we hear often at Jacobs Financial — and an important one. While certain updates happen around your policy anniversary, your Strategy Meeting is designed to be much more than a routine check-in. It’s a chance to refine your financial plan, review your progress, and make sure you’re on track for the retirement you envision here in West Michigan or wherever life takes you.
Here’s what you can expect when you sit down with our team.
1. A Clear Understanding of Your Goals — Supported by a Strong Relationship
Your long-term vision drives the plan we build together. Your Strategy Meeting gives us time to learn what you want life to look like in retirement so we can align your strategy with those goals.
It also helps us get to know you better — something we value deeply as a local, relationship-focused firm. The more we understand your priorities, the better we can keep you informed about events, opportunities, and resources that support your financial life.
2. A Trusted Partner in Your Retirement Planning
We want to be more than the team you see once a year. Our goal is to be your ongoing guide through the retirement planning process — answering questions, reviewing your accounts, and supporting you whenever changes arise.
Whether you’re beginning to plan or already easing into retirement, we’re here to help you feel confident at every stage.
3. Knowledgable Guidance on Today’s Financial Landscape
Even though our products don’t operate like traditional stock market investments, many clients ask questions about market trends, interest rates, and economic shifts. We stay informed so we can help you make sense of the financial environment and how it may impact your overall strategy.
4. Account Updates, Allocation Support & Practical Guidance
If updates or changes occur within your accounts, we’ll walk you through them clearly and help make allocation adjustments when appropriate. Your Strategy Meeting is also the perfect time to discuss important topics such as:
- Taking withdrawals
- Understanding Required Minimum Distributions (RMDs)
- Activating income features
- Planning for future income needs
We’re here to simplify these decisions and provide ongoing support whenever needed.
5. A Personalized Retirement Income Plan (The Jacobs Financial Roadmap)
One of the most meaningful outcomes of your meeting is reviewing or building The Jacobs Financial Roadmap — a customized plan that outlines where your retirement income will come from and how the different pieces work together.
This roadmap helps bring clarity and peace of mind, especially for individuals and families planning their financial futures in and around West Michigan.
Strategy Meetings: A Time to Review — and an Even Better Time to Plan
Our goal is to make these meetings comfortable, helpful, and empowering. Your Strategy Meeting is more than an annual obligation — it’s your chance to plan ahead, make confident decisions, and keep your retirement strategy aligned with your goals.
We look forward to seeing you at your next Strategy Meeting!
