As families settle into their back-to-school routines, it’s the perfect moment to engage in some financial homework, especially regarding retirement. This was the key message from Tom Jacobs and Keyona Williams of Jacobs Financial Services during their appearance on “Live In The D.”
“Retirement is too big of a deal to not have a plan,” said Jacobs. “It’s crucial to take that first step. Don’t procrastinate. Get together with an advisor. Let us help you win in your retirement by putting together that plan.”
Williams highlighted the importance of ongoing support. “You deserve someone who cares enough to call, to check in, to make sure that your plan is current. We’ve seen far too many people be left in the dark by an advisor that just vanishes after one meeting.”
Jacobs Financial Services is dedicated to maintaining strong client relationships through regular communication and a variety of events, ensuring clients feel like part of a trusted inner circle. To kickstart your retirement planning, they recommend taking their quick and insightful retirement readiness quiz available on their website, www.jacobsfs.com or you can call 248-692-4996.
To watch the segment, click the video above.
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