If we were to sit down together 5 years from now, what would have occurred for you to feel satisfied with your progress in life? How much income would you have? How much would your net worth be? What changes in your personal life (relationships, fitness, health) would you want to have accomplished?
A true Financial Adviser is not a salesperson. They are a trusted adviser, committed to helping you achieve your important goals in life. They should be, ideally, a friend, coach, mentor and partner in your success. They should be a key member of your team, helping you as you move forward with your vision in life.
That is who we are as professionals at Jacobson Wealth Management & Insurance Services. There is no greater honor or reward for us than this.