You’ve heard Tom Jacobs on the radio, now find out how he can help guide you on the path to your retirement goals!

Fill out the form below to download Your Retirement Income Planning Checklist.



In this Guide:

  • How to plan for a long life

  • Why you may need a housing plan (or two)

  • What taxes can look like in retirement

By contacting Tom Jacobs/Jacobs Financial Services, you consent to be contacted regarding retirement income strategies that utilize insurance products.

Don’t forget to tune into “The Safe Money Radio Show with Tom Jacobs” with Tom Jacobs every Saturday from 7 to 8 a.m.!

Meet Tom Jacobs

Tom Jacobs is the president and CEO of Jacobs Financial Services LLC. He has over 20 years of experience in the insurance and financial services industry. He believes the best approach when working with clients is to be straightforward, direct and crystal clear about retirement income strategies.

Tom holds an associate degree in communication and received his bachelor’s degree from Ferris State University. He also holds insurance licenses in Michigan and Indiana.

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