WEALTH MANAGEMENT SERVICES
Coordinated Financial Planning & Investment Advisory
Planning, organization, knowledge, foresight, perseverance, and skill. These are some of the characteristics needed to manage one’s financial well-being. However, many of us end up throwing all of our legal documents, insurance policies, investments and tax returns into a financial junk drawer, losing sight of how to reach our goals. Good wealth management requires significant coordination between all of these elements. The Glass Jacobson team of seasoned, dedicated financial advisors and planners will help you achieve the financial goals that are most important to you.
Glass Jacobson Financial Group is part of an elite group of investment advisors that has successfully completed the independent certification process by the Centre for Fiduciary Excellence. This recognition validates something we already know—we hold to the highest fiduciary standards and always act in the best interest of our wealth management clients. Feel free to check out "The Road to Fiduciary Security" to learn more.
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Recent Blog Posts
Long-term Care Insurance: Why You Should Consider It As You AgeSeptember 9, 2019
As baby boomers plan for retirement, there is a growing need for long-term care. At the same time, costs for nursing home care, assisted living ...Read More
Steps to Take When a Spouse Passes AwayJuly 22, 2019
Knowing what to do when a spouse passes away can make a difficult situation a little easier to navigate. Unfortunately, we have seen too many ...Read More
Use Trusts to Navigate Complex Inheritance and Tax IssuesJuly 8, 2019
Trusts are an excellent wealth management tool that can help you legally navigate inheritance and tax issues. Depending on your objectives, you can choose from ...Read More