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HOW PREPARED ARE YOU?

These events can require extensive pre-planning and ongoing monitoring or can be completely random. Our process, developed and refined over many years, helps put together all of the pieces to your financial puzzle.

Medicare Eligbility

Vacation Home

New Baby

Social Security

Sale of Business

Business Succession

Legacy/Estate Planning

Disability

Litigation

Education Expenses

Travel & Leisure

Premature Death

Major Market Correction

Retirement

Giving to Charity

Divorce

Tax Law Changes

Long Term Care

Grandchildren

Family Financial Support

*Jacobi Wealth Advisors and LPL Financial do not offer tax or legal services.

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