FIDUCIARY FINANCIAL ADVISOR SERVICES
Glass Jacobson Financial Group is part of an elite group of financial advisors that have successfully completed the independent certification process by the Centre for Fiduciary Excellence. This recognition validates something we already know—we hold to the highest fiduciary standards and always act in the best interest of our wealth management clients. Feel free to check out "How Clients Benefit From Their Advisor’s CEFEX Certification" and "The Road to Fiduciary Security" to learn more.
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Recent Blog Posts
Charitable Giving Tips in Light of the New Tax LawAugust 14, 2018
In this post we'll discuss how to maximize your charitable giving deduction in view of the new tax law. The new tax law increases the ...Read More
10 Reasons You Need a Financial AdvisorJuly 25, 2018
Have you managed your own savings and investments in the past? Are you now considering professional help? Don’t go it alone. Here are ten benefits ...Read More
Why Your Small Business Should Have a Retirement PlanJune 22, 2018
Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at ...Read More