Right now, the market is at an all time high and that is good news for many retirement accounts. Jacobs Financial Services works with people in retirement, or near retirement, to make sure they are set up for success in life after work. Their CEO and Founder Tom Jacobs says it’s all about making sure your set up to avoid risk and capitalize on holding onto gains you’ve made in the market.
“The market has never been this high in the history of man kind. We’ve enjoyed the longest ‘bull run’ in the history of the world. There has never been a better time than today to take some of those gains off the table and put that money in a spot where it’s 100% safe,” said Jacobs. He says as you get older you need to take less risk simply because you have less time to recover.
Jacobs' passion for help people in retirement goes back to his parents' story who lost 50% of their retirement in 2008 with the market crash. He says they did not have a strategy to avoid the losses or recover the losses.
“The number one fear is running out of money and we take that off the table for our clients,” said Jacobs. “We can position their retirement money in a spot where they will never run out of money.”
To get started with Jacobs Financial Services you can reach their Livonia office by clicking here, or calling (248)-250-9003.
To learn more about Jacobs' strategy for retirement, click the video player above.
Disclaimer: The information provided is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Financial instruments involve risk. Actual customer results may vary. Subject to full terms and conditions available at: jacobsfs.com.