Build a retirement strategy around the life you actually want to live. Jacobs Financial Services works with individuals and families in Grandville and across West Michigan who want a clear plan for income, risk, and what comes after.
Retirement planning is more than saving a number. It is knowing what that number will pay you each month, how long it will last, and what happens if markets or taxes shift along the way.
At our Grandville office on Macatawa Drive SW, we work with local individuals and families to build plans around their goals, their timeline, and their comfort with risk. We start by listening, then put numbers behind what you want retirement to look like.
Grandville clients come to us from different starting points, some a decade from retiring and some already drawing income. The plan differs, but the questions are familiar. How much can I spend, how do I protect it, and what do I leave behind?
Once the paychecks stop, your savings need to cover the bills. We map how your accounts, Social Security, and any pension can work together into a monthly income you can plan around.
Retirement can run thirty years or longer, and prices keep moving while you are in it. We shape an investment approach around your timeline and how much swing you can stomach.
What you leave behind should reach the people and causes you choose. We help you put your wishes in order so your family is not left guessing.
Retirement Wake Up Call
FEARLESS RETIREMENT
RETIREMENT DOMINATION
In Retirement Wake Up Call: The Market Doesn’t Care About Your Retirement, retirement income specialist Tom Jacobs reveals the hidden risks that could threaten the future millions of Americans have worked decades to build. From market crashes and inflation to taxes and rising uncertainty, this powerful new book challenges many of the traditional beliefs people have relied on for retirement planning.
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!
In Retirement Wake Up Call: The Market Doesn’t Care About Your Retirement, retirement income specialist Tom Jacobs reveals the hidden risks that could threaten the future millions of Americans have worked decades to build. From market crashes and inflation to taxes and rising uncertainty, this powerful new book challenges many of the traditional beliefs people have relied on for retirement planning.
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.
Retirement should feel like something you prepared for, not something that happened to you. Tom Jacobs founded Jacobs Financial Services around a simple mission, to minimize your stress and maximize your retirement, and he has written three books on how to get there, starting with Retirement Wake Up Call.
Norton Shores clients get that mission in practice. We use the Jacobs Retirement Roadmap™ to move from what you want, to what could get in the way, to a strategy built around both. You will find us on East Ellis Road, ready to answer your questions in plain language. Your first meeting carries no obligation, so you can decide at your own pace.
Our Jacobs Retirement Roadmap™ gives Kalamazoo families a plain, step by step way to plan. You always know where you are in the process and what comes next.
Picture the retirement you want, from where you will live to how you will spend your time. We start with what matters most to you.
We review your current finances and look for the gaps that could get in the way, including market swings and rising costs.
We shape a custom strategy around your goals so you know what to do next and why.
We can help you see how pension options, deferred pay, Social Security, and personal savings fit together in one plan. For plan specific rules, your benefits administrator remains the source for the details.
A plan can help at any stage, and it is especially useful before you make benefit elections that are hard to reverse.
We start with your goals, then look at your savings, benefits, and timeline. Nothing is required of you afterward.
Yes. Our Lansing office serves East Lansing, Okemos, Holt, DeWitt, Delta Township, and the surrounding area.
Use the form on this page or the Book Your Appointment button, and select Lansing as your location.
Yes. We can help you review your pension, Social Security, savings, and other income sources to better understand how they may work together in retirement.
Book your no-obligation meeting today!