In a world where the uncertainties of the market can be daunting, Jacobs Financial Services is stepping up to offer security and confidence to those nearing retirement. During an appearance on “Live In The D,” Tom Jacobs, founder and CEO of Jacobs Financial Services, emphasized the importance of reducing risk as one approaches retirement. “As we get older, we need to take less risk. We’ve got less time to recover,” Jacobs said, highlighting the necessity of safeguarding one’s assets against market volatility.
Joining him was Keyona Williams, also from Jacobs Financial Services, who underscored the firm’s commitment to maintaining a close relationship with their clients. “We don’t want to just help you retire. We want to walk that journey with you so that you actually win,” said Williams. This dedication is demonstrated through their annual client meetings, private events, and educational nights.
For those ready to take the next step, Jacobs Financial Services offers a simple solution: their retirement readiness quiz available at jacobsfs.com. This quick, ten-question assessment is designed to pinpoint potential concerns and provide clarity for your financial future.
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