Jacobs Wealth Management

we serve individuals and businesses in all areas of financial management, including: retirement planning making the most of your employer-sponsored retirement plans and iras. we will help to determine how much you need to retire comfortably. managing assets before and during retirement. tax management we help you find ways to reduce your tax liability and look for ways to help reduce your future tax burden. referring you to qualified tax specialists. estate planning reviewing your wills and trusts. helping preserve your estate for your intended heirs. helping with beneficiary designations. coordinating with your tax and legal advisors. risk management reviewing existing insurance policies. recommending policy changes when appropriate. we will work to find the best policy for your for your situation. education funding recommending investment and accumulation strategies to help you pay for your children's education. investment planning determining your asset allocation needs. helping you