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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 eligibility

Medicare Eligibility

financial events

Vacation Home

new baby financing

New Baby

social security planning

Social Security

sale of business

Sale of Business

business succession

Business Succession

legacy estate planning

Legacy/Estate Planning

disability planning

Disability

litigation prep

Litigation

the jacobi method
education expenses

Education Expenses

travel finances

Travel & Leisure

premature death planning

Premature Death

major market correction

Major Market Correction

retirement planning

Retirement

giving to charity

Giving to Charity

divorce financial planning

Divorce

tax law planning

Tax Law Changes

long term care planning

Long Term Care

grandchildren financial planning

Grandchildren

family financial support

Family Financial Support

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

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