JACOBS FINANCIAL SERVICES

IT’S TIME TO LIVE

YOUR RETIREMENT DREAMS

Retirement Bootcamp: Reduce Stress & Maximize Your Retirement

Retirement Bootcamp: Tax, Medicare & Estate Planning – 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

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

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

FEARLESS
RETIREMENT

Our newest book, Fearless Retirement: Minimize Risk to Maximize Retirement Income, is now available!

SOUND LIKE YOU?

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

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

“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.

      EXCELLENT  
   Based on 174 reviews 
    
 
 
 
   
 
 
      Posted on Google  
   
   Phyllis Meekhof-Hooker 
 17 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Everyone is so friendly and kind!
  
 
     Posted on Google  
   
   Kathy McVaugh 
 40 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I feel that my money is secure and not going away as I see the market drop    Friendly staff especially Scott Anyone looking for peace of mind in their retirement should talk with the staff at Jacob Finanical
  
 
     Posted on Google  
   
   Richard Donavan 
 40 days ago
 
 
 Trustindex verifies that the original source of the review is Google. It was a great and helpful meeting. Scott explain everything perfectly.  I learned alot and walk away feeling great about the decision I made. Keep up the great work.
  
 
     Posted on Google  
   
   kris Johnson 
 44 days ago
 
 
 Trustindex verifies that the original source of the review is Google. My husband was very impressed and is now at ease with our future.  Elise was very helpful and explained everything to us. We are very thankful and looking forward to our retirement.
  
 
     Posted on Google  
   
   Ruth Lewis 
 46 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I just want to say Jacob's Financial guy Domanic took the time to explain all the ins and outs of my policy, answered every question, I couldn't be happier with this group of people, they're the best in the business.
  
 
     Posted on Google  
   
   Mark Snyder 
 52 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have found Jacobs Financial to be outstanding to work with. They keep a vigilant eye to the future but their attention remains on my family’s goals and financial health.
  
 
     Posted on Google  
   
   Jeff Kluting 
 60 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Scott bates...awsome. thank you Scott for your help...!! Great guy.
  
 
     Posted on Google  
   
   Deb Plooster 
 73 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Scott was helpful, thorough and kind. A great guy to work with. He took time to explain things to us. Lindsay at the front counter was welcoming. She is a great first person to represent the company.
  
 
     Posted on Google  
   
   Mark Vanderzouwen 
 114 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Updated binder and discussed next steps. Very helpful review of retirement savings.
  
 
     Posted on Google  
   
   Kevin Nyhof 
 128 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Knowledgeable And friendly people everything went great

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.

September 29 & 30

Kentwood

Cooper's Hawk Winery and Restaurant

6:30 PM

October 6 & 7

Kalamazoo

Martell's

6:30 PM

GET TO KNOW

JACOBS FINANCIAL SERVICES

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!

Retirement Bootcamp: Reduce Stress & Maximize Your Retirement

Retirement Bootcamp: Tax, Medicare & Estate Planning – March 15, 2025

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

Books:

Books

RETIREMENTDOMINATION

FEARLESSRETIREMENT

SOUND LIKE YOU?​

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

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

“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.

Step 1

DREAM

Step 2

MINIMIZE RISK

Step 3

MAXIMIZE RETIREMENT

A PLAN BUILT FOR YOU

Income

Legacy

Growth

ATTEND A LIVE EVENT

GET TO KNOW

JACOBS FINANCIAL SERVICES

GET TO KNOW Jacobs Financial Services

READY TO MAXIMIZE YOUR RETIREMENT?

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!

Related Pages:

RETIREMENT
DOMINATION

FEARLESS
RETIREMENT

SOUND LIKE YOU?