Planning Services

Planning for Now and the Future

At Jacob Young Financial we offer more than just investment management.

We assist with planning for your financial life now and for the future.

Jacob Young has received the CFP® designation, the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.

With over 20 years of experience, Jacob has helped countless individuals and families plan for various needs and goals, meet their goals, gain financial confidence, and create a strong, reliable plan for retirement and their financial future.

Our financial planning process focuses on diving deep into your specific needs and goals, then coordinating your investments, taxes, and estate to align.

We help our clients meet a variety of goals including charitable contributions, legacy planning, wealth accumulation, wealth preservation and socially responsible investing.

We enjoy working with clients in a Partnership approach where we coordinate financial planning and investment management. However, if you prefer to manage your own investments, we are happy to work with you in a financial planning only capacity.

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