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 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.

Wealth 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!

planning services available:
  • 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

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