Financial Planning

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


Image

ARE YOU ON TRACK TO REACH YOUR RETIREMENT GOAL?

Use our interactive retirement calculator to find out!

Find Out Now

HAVE A QUESTION ABOUT OUR FINANCIAL PLANNINGSERVICES?

Send us a message below and one of our financial planners will follow up with you!

Recent Blog Posts