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

College Funding

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

Mortgage Acceleration

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Risk Tolerance

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Personal Inflation Rate

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Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

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