Jason Jacobs
BFA™
State(s) Licensed: AZ, CO, FL, IA, KS, MN, NE, SD, WI, WV, WY
115 W 7th St. PO Box 611
Spencer, IA 51301
State(s) Licensed: AZ, CO, FL, IA, KS, MN, NE, SD, WI, WV, WY
Where do you want to go? We'll get there together!
I spent the first 12 years of my adult life as a radio DJ. Now I get to use those communication skills to understand my client's goals and priorities and guide them toward financial choices that help them live a life full of meaning and gratitude. Tell me where you're at today. Driven by your goals and values, I'll help you map out a path to a more secure financial future.
I work with my clients by helping with:
- Life Insurance
- Disability Income Insurance
- Long Term Care Planning
- Retirement strategies
- Investment Strategies
- Estate Strategies
- College Planning
- Charitable Giving
Answering the questions:
- What can I do with an old 401k?
- How much life insurance do I need?
- When can I retire?
- Should I open a ROTH IRA?
I primarily serve clients in Iowa, Minnesota, and South Dakota, but am also licensed in several other states. I am able to meet in person or via video call. Feel free to call, email, or book a meeting online to begin YOUR journey! Book a meeting with Jason
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Location
Spencer Office
- Phone:
- 712-262-9554
Hours
M – Th: 9 a.m. – 5 p.m.
F: 9 a.m, - 12 p.m.
Evenings by Appointment