Who is Michael Jacobs?

In my 20+ years of experience helping service members, business owners, working professionals, and their families pursue their financial goals, the one thing I realized over time is that there is a huge lack of financial education in this country.

Having experienced some losses myself within my own family, I’ve made it my mission to properly educate others and ensure that no one goes through that journey unprepared.

With constant advances in the industry and a plethora of strategies available for use, it’s easy to get confused and discouraged when it comes to looking for the right strategy to help with maximizing retirement income, being tax efficient, and protecting assets.

MY EXPERIENCE: I take a holistic and “plain English” approach to help my clients pursue their financial goals and assist me in the creation of their financial strategies.

WHO ARE MY CLIENTS: I work with active duty and retiring service members, working professionals, individuals, families, and business owners.

• They understand the importance of strategizing today in order to achieve their desired results tomorrow.
• They are tired of implementing strategies they don’t understand in the “hope” they achieve what they want.
• They seek to reduce potential risks as best as possible while maximizing the possibilities for the future.

WHAT’S NEXT: We start with a 15-20 min discovery call to see if there is a fit, and from there, we set up a 90-min financial strategy session.

Whether you are seeking financial literacy, have an existing plan you would like reviewed or updated, or have connections who could benefit from our services, feel free to reach out via DM or e-mail – my team and I are available to assist.