Discover Our Solutions

Corporate Executives

Through dedication and skill, you’ve become an invaluable member of your company’s corporate team. As such, you are compensated competitively and now faced with options regarding your future finances. We work with CEOs, Presidents, Directors and other individuals in executive positions to offer compensation above and beyond 401k limits.

Are you hoping to retain key employees by offering benefits beyond regular 401(k) contributions?

We can help by advising and offering enhanced compensation plans for business owners, highly compensated or key employees.

Some of our Executive Bonus solutions include:

• Non-qualified deferred compensation plans for the purpose of contributing above 401(k) limits
• Life and Long-Term Care Insurance Bonus plans

Are you preparing for the sale or transfer of your business? Who owns the business if you die, become disabled, or do you simply want to enjoy retirement?

We can help with facilitating a buy/sell agreement and implementing a funding solution.

Are You a Corporate Executive Looking to Maximize Your Options?

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Business Owners Plan Sponsors

As a business owner, you want to know you’re caring for both the future of your business and your employees. Selecting the right employer-sponsored benefits and retirement plan should strike a delicate balance between offering your employees the options they need to seek financial independence while keeping in mind your business’s goals for growth. We help business owners understand and execute their responsibility to their employees as we help analyze, select and implement an appropriate retirement plan.

We offer our services in developing a number of employer-sponsored plans including 401(k), 403(b)  and other plan types.

Our Plan Selection Services Include:

• Regular meetings with your trustees or other decision-makers
• Reviewing current plan design and identify any areas for improvement
• Developing an Investment Policy Statement to objectively identify investments for your plan
• Managing investments within the plan for quality, performance and cost
• Salary Continuation Plans
• Ongoing employee enrollment and informational meetings to help with their options

Care For the Future of Your Employees & Business

With Jacobs Financial Partners

Schedule a Complimentary No obligation Consultation

Individuals Families

Your whole life you’ve been a hard worker and diligent saver. But as you get older, the need for optimizing and organizing your wealth grows stronger. Maybe you’re balancing tuition costs of college with a need to save for retirement or preparing a legacy for your grandchildren while enjoying financial independence today. Whatever journey your wealth has taken on til now, you know now’s the time to make the most of it for tomorrow. Our decades of combined industry experience and passion for helping others find financial confidence drives our desire to work with you and your family throughout your ongoing financial journey.

We Can Help With:

What Financial Concerns Are Keeping You Up At Night?

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