PERSONAL FINANCIAL PLANNING
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!
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Recent Blog Posts
Financial Planning for Millennials | Where To Start, and How To Secure Your Future
November 5, 2018While the future might seem far away and your student debt insurmountable, the sooner you begin preparing for your future, the happier you’ll be. What ...
Read MoreIs the Past Week’s Market Volatility a Signal to Sell? [October, 2018]
October 19, 2018During last week’s stock market sell-off, we saw a 5%, two-day drop in the S&P 500 index. But is this cause for long-term investor concern? ...
Read MoreCompound Interest: The Proven Investment Strategy [VIDEO]
October 12, 2018This video on compound interest was taken from our course: "The Step-by-step Guide to Your 401k Plan." We hope it's helpful! *Return information sourced from ...
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