Dean Jacobson Financial

read moreWhile there is definite value in the separate management of your investments, taxes, insurance, and estate, our vast experience has shown us that the greatest value comes from a comprehensive coordination of all these elements into a cohesive strategy that addresses all your goals throughout each phase of life. Through an intentional and attentive approach, the management of your portfolio starts with a relationship. We feel that to truly know what's in your best interest, we must truly know your interests the best.

read moreQualified Retirement Plans (such as 401(k) or 403(b) plans) are often an integral part of wealth management and financial planning, and of the services we offer. Retirement plan laws and regulations are extremely complex and in a seemingly constant state of change. Add to that the severe penalties from both the Department of Labor (DOL) and the Internal Revenue Service (IRS) for noncompliance, and this area of planning quickly becomes a minefield waiting to explode on unsuspecting plans. It was within this dangerous environment back in the early 80s that our advisors first began specializing in qualified retirement plans for businesses.

read moreRetirement can be a smooth transition or a jarring change. While money management is a necessity, planning for lifestyle changes and psychological adjustments is also very important. Today's retirees can expect longer, healthier, and more active retirements than any other generation in history. But along with these advantages comes the responsibility to take care of the money you've accumulated. You'll need to pay for that longer, healthier lifestyle and make your savings last much longer than your parents did.