Real Estate

Advising the Real Estate Community Since 1962

Whether investing in an office building, developing a brownfields project or flipping a city home, Glass Jacobson Financial Group’s real estate clients benefit from the sound counsel of our seasoned professionals. Our firm has over 50 years of experience in advising the real estate community on various topics including tax issues and wealth transfer. Our clients include developers, investors, contractors, landlords and a host of other firms that are real estate focused.

Our 401k Plan Services Include:
  • Low Cost Investments
  • Liability Management & Fiduciary Oversight
  • Competitive Supervision Costs
  • Plan Design Consulting
  • 3(21) and 3(38) Advisory Services
  • Investment Policy Development
  • Asset Allocation Services
  • Investment Menu Design
  • Quarterly Investment Reviews
  • Fund Replacements & Manager Searches
  • Online Education Tools (401kbuddy™)

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