If you are looking for an independent investment and insurance professional , who gives objective financial planning and advice you have come to the right place. As you will see from visiting our site, we are a different type of financial services firm. We hope you will find our philosophies and vision to be both helpful and refreshing.

Jacobson Financial Group works with clients of all income levels and stages of life: young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life, or a Small Business Owner either just starting out or ready to move to the next level.

Do you have questions about your financial life, but can’t find answers you can trust?  Have you contacted financial planning firms, only to be put off by high account minimums or advisors pushing their products on you?   We specialize in the needs of YOU! This means you have easy access to objective investment and insurance advice.  You will have an adviser that listens to your needs/goals before making any recommendations.  You will be informed every step of the way. 

Call us today to see if we are the right fit for you, (636)692-5710. 

   

OUR MISSION STATEMENT

 

Through knowledge, planning and advice, we provide our clients with tools they can use to help build a financial foundation; while striving to reach their life goals. This education helps foster our clients’ understanding of their financial situation and reduce their stress making future financial decisions.

Thank you for visiting our site.  Please navigate through it to find out more about our approach to financial planning and investing or get answers to questions you may have.  Then please contact us for a no obligation "Get Acquainted" meeting to discuss how we may help you. 

 

 Work Hard              Plan Early              Retire Easier

 

 

 

 

 Call us with your investment and insurance questions or for a no obligation consultation (636)692-5710
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

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