FINANCIAL PLANNING

Does Your Financial Plan Bring Simplicity & Peace of Mind?

All of us have ‘financial junk drawers’ stuffed with paperwork, legal docs, brokerage statements, bank statements, insurance policies, tax docs, etc. At Glass Jacobson, we sort through all the sundry “stuff,” to build valuable financial road maps that bring the ‘forest and the trees’ into meaningful focus.

Glass Jacobson’s financial planning process and design is personalized. True financial plans must be logical, realistic and easy to comprehend. Once base data is verified, the creation of a functional and highly effective financial ‘blueprint’ commences.

Personal financial planning can be intimidating. Yet, it doesn’t have to be. Our team of Certified Financial Planners® (CFPs®) will guide you through a process that will help bring simplicity and peace of mind to your finances.

Financial planning services:

Retirement Planning
Investment Portfolio & Asset Allocation Designs
Estate Planning & Legacy Technique Analyses
Cash Flow, Budget, & Expense Analysis
Net Worth Analytics
Income Tax Planning
Secondary & College Savings Planning
Insurance Policy Evaluations
Charitable Giving Strategies

DO YOU HAVE A FINANCIAL PLAN?

Use this free calculator to get a snapshot of your current financial situation.

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HAVE A QUESTION ABOUT OUR FINANCIAL PLANNING SERVICES?

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