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Retirement Incoming Planning for Pre-Retirees in Their 50s and 60s Who Want to Make Sure They Don't Outlive Their Money & Corporate Retirement Plans for Business Owners 

Providing personalized financial planning, tax planning and social security optimization for individuals, families and professionals and 401K plan management for businesses in Connecticut

*The firm is best suited for new clients with a minimum $500,000 in investable household assets

Are you a Business Owner?

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Are you a Pre-Retiree in your 50s or 60s?

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Simplifying and Streamlining
Your Financial Future

Let us help you make the most of your hard-earned assets and achieve your long-term goals, just like we’ve helped others in your industry.

Our Approach to Planning

Custom Solutions Tailored to Business Owners, Individuals, and Families

We specialize in managing corporate retirement plans and customizing financial solutions for Individuals and Families. We also have extensive experience working with aerospace employees, understanding the distinct needs of these professionals.

  • Are you a corporate executive or HR leader hoping to retain key employees by offering benefits beyond regular 401(k) contributions?
  • Are you a Pre-Retiree in your 50s or 60s looking to balance short and long term money goals? 
  • Are you an employee of an aerospace company seeking guidance while navigating the unique benefits and pension options within the aerospace industry?

We can help by providing personalized strategies for achieving your financial goals!

01

Comprehensive
Financial Planning

Why is financial planning important? Because it provides a framework to help you organize the pieces of your financial picture, assess your current resources, target specific goals, and develop strategies to pursue them. 

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02

Tax
Planning

Tax Planning, especially at year end, can be complicated when you begin to consider deferring income, accelerating deductions, factoring in the AMT (alternative minimum tax), and taking full advantage of tax-advantaged retirement savings vehicles. 

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03

Pension
Analysis and Optimization

When you have a pension and it’s time to begin receiving payments, there are options for how you take the defined benefit: single life, qualified joint and survivor, etc. It’s important to analyze the different pension filing options considering your family situation. 



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04

Social Security
Optimization

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don't know that there are other ways to maximize their benefits, some of which depend on their marital status.

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05

Estate
Planning

If you already have an estate plan, we’ll help you review and update it to ensure it’s reflective of your current circumstances and wishes.


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06

Charitable
Giving

The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning. 



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07

Simplifying 401(k) Plans For Business Owners & HR Leaders
Giving

We help business owners and HR leaders navigate plan administration, compliance, and employee education—so you can focus on running your business. With experienced guidance and innovative strategies, we make the process simple and effective for you and your team.



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08

Employer-Sponsored
Benefits & Retirement Plans 

As a business owner and/or sponsor, you want to know you’re caring for both the future of your business and your employees.



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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Comprehensive Services
For Those We Partner With

At Jacobs Financial Partners, we offer comprehensive financial planning services for pre-retirees in their 50s and 60s who are ready to take control of their financial future. If you need help, want help, and are willing to delegate key financial responsibilities to a trusted partner, we’re here for you.

With a minimum of $500,000 in investable household assets, you’ll benefit from professional guidance in building, preserving, and growing your wealth. Whether you’re planning for retirement, managing generational wealth, or seeking a better understanding of your pension options, we’re dedicated to providing you with clarity and confidence in every financial decision. Whether you’re offering benefits beyond the 401(k), managing generational wealth, or seeking a better understanding of your pension options, we’re dedicated to providing you with clarity and increased confidence in every financial decision.

Read What Our Clients Are Saying

Read about real experiences from our clients.

Tom V, Aerospace Engineer

Tom V, Aerospace Engineer

Leo has been my financial advisor for about 20 years. He takes a very personal interest in my particular goals and family situation and how “we” should get there. Knowing that he is part of this journey toward financial independence really increases my level of trust when it comes to making decisions or updates to my portfolio. He takes the time to explain his suggestions and has the right tools to run various scenarios which really help provide comfort with such decisions. His knowledge and experience provide a unique capability to accurately forecast uncertain market conditions, and his advice has benefited me greatly over the years. I am nearing the end of the investment portion of my personal retirement plans but I intend to keep Leo as an advisor thru my retirement to ensure continued achievement of my financial goals.


This testimonial and/or endorsement was given by client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

Arlene and Jimmy E, retired Public School Librarian and retired Psychologist


Arlene and Jimmy E, retired Public School Librarian and retired Psychologist

Leo is very professional and always well prepared for our meetings. He listens carefully to our questions and ideas. His answers always reflect what is in our best financial interest. Leo is a highly competent and trusted advisor.

This testimonial and/or endorsement was given by client of the financial advisor and no
compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or
endorsement may not be representative of the experience of other customers. Please visit
BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

Arlene and Jimmy E, retired Public School Librarian and retired Psychologist

Pamela and John D., retired

When we discovered that Leo Palliardi, Financial Advisor, had accepted John Jacobs' clients, we contacted him. He treated us with respect and kindness, answering questions and educating us. He made many calls on our behalf and followed through on all twists and turns. His professionalism was noted and appreciated.

No compensation was provided for the testimonial. John Jacobs is not affiliated or registered with Cetera Wealth Services, LLC.

This testimonial and/or endorsement was given by client of the financial advisor and no
compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or
endorsement may not be representative of the experience of other customers. Please visit
BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

Financial Insights

Welcome to Insights, where we break down complex financial topics to help you make informed decisions. From an individual selecting the correct beneficiaries and implementing strategies to businesses and HR leaders retaining employees by offering a competitive benefits package, we cover a wide range of issues that matter to you. Stay tuned for ongoing professional insights and practical advice to guide you through every stage of your financial journey.

First Year of Retirement: What to Expect

First Year of Retirement: What to Expect

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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

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Understanding Equity Compensation

Understanding Equity Compensation

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We Want to
Hear From You

Ready to take the next step toward achieving your financial goals? We’re here to help. Whether you’re seeking personalized guidance, a second opinion, or a trusted partner to manage your financial future, we’d love to hear from you. Fill out our quick form, and a member of our team will be in touch to schedule a conversation. Together, we’ll explore how Jacobs Financial Partners can provide the expertise and support you need to build a lasting financial strategy.

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

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