Retirement planning can often feel like a guessing game, but Jacobs Financial Services is here to change that with their two-minute retirement readiness quiz.
“It’s just that simple. Take the quiz and let’s get started,” said Tom Jacobs, founder and CEO of Jacobs Financial Services. He and Keyona Williams, also with the company, appeared on “Live In The D” to explain how this quick assessment is designed to help you evaluate your current retirement plan and identify any areas that may need attention.
Keyona Williams, a prominent figure at Jacobs Financial Services events, emphasizes the importance of this tool. " It’s more of a reality check. And once you receive your results, we’ll sit down with you in a complimentary consultation. No strings attached." This diagnostic approach ensures that you are not only informed but also supported in making the best financial decisions for your future.
For more information, click on the video above, or visit jacobsfs.com. You can also call 248-692-4996 to access the quiz and receive a free one-page retirement snapshot.
Disclaimer: The information provided is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Financial instruments involve risk. Actual customer results may vary. Subject to full terms and conditions available at: jacobsfs.com