PERSONAL FINANCIAL PLANNING

Plan in the Now, Empower the Future

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 wealth 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 in its complexity. Yet, it doesn’t have to be. We prioritize objectives using building block, structured methods that place control of your total financial well-being where it belongs . . . with you!

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

ARE YOU ON TRACK TO REACH YOUR RETIREMENT GOAL?

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HAVE A QUESTION ABOUT OUR FINANCIAL PLANNING SERVICES?

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