Managing numerous accounts simultaneously can be stressful, complicated, time consuming, and can lead to contradicting investment strategies. Having multiple account relationships often leads to higher fees, higher taxes, and lower returns. Working with Glass Jacobson Financial Group to manage your assets will simplify your financial life and leave more time to enjoy what is most important to you. Coordinated advice of your accounts will help to optimize your investment strategies. We will find opportunities for account consolidation, lower investment costs, and tax savings solutions.
Glass Jacobson works to help you build a plan that reaches your financial goals. We focus on research driven, low cost investments rather than the “flashy” new fund that everyone is talking about (and then forgets about 2 years later). We have a diligent, prudent investment process that relies on time tested investment principles. We’re passionate about transparency and trust, and hope to have the opportunity to help you reach your investment goals. Contact us for a complimentary portfolio review to see if you are on track to reach your financial goals.