Jacobs Financial Partners LLC.

CONNECT

Address:

95 Glastonbury Blvd., Suite 210
Glastonbury, CT 06033

Phone:

860-657-8757

Fax/Other:

860-430-1706

Our Firm

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Ana Nata , Greg Adams, Lorraine Jacobs, John Jacobs, Renee Lareau, Laurel Hardy

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. With our help we believe you will be better able to identify your goals and make sound financial decisions. 

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

 

 PRESS RELEASE

Nietzsche said, “Life without music is senseless.”
 
John Jacobs of Jacobs Financial Partners, LLC couldn't agree more. In fact, he's built his business on the fact that whether your preference is a classical symphony or a rap tune, he's eager to listen. If you haven't been to the Rock n' Roll Hall of Fame, then you won't want to miss this opportunity to see John's extensive collection of music memorabilia-many original and most autographed by the performing artist. Driven by a desire to not only personally “hear the music” but to enable his client's to write their own life's song, John does his best to ensure that every executive benefit and pension plan performs in accordance with each client's preferences.
 
Jacobs focuses on both qualified and non-qualified retirement plans for companies and their executives. Qualified retirement plans include 401(k) and profit sharing plans with new comparability, age-weighted and safe harbor designs to maximize contributions and help meet testing requirements. They also support money purchase and 403(b) retirement plans. Qualified plan services include: creative plan design, development of an investment policy statement or plan documents, and meetings to help companies compare investments across peer group and benchmarks. Employee education meetings as well as enrollment and re-enrollment meetings are fundamental to Jacobs Financial Partners' service, which help plan sponsors meet their fiduciary responsibility. Jacobs can also show companies how to use non-qualified plans to attract and retain key employees and executives. Plans include deferred compensation, salary continuation, split dollar and 162 Bonus Plans. Jacobs also has a in depth experience in advising on business continuity buy/sell planning.
 
Jacobs Financial Partners, LLC is a member of a network of agencies that provide extensive knowledge in all lines of insurance. Associated members provide experience in employee benefits including medical, dental, group life and disability insurance as well as all lines of business, commercial and personal insurance.

For more information, call John J. Jacobs, CLU at Jacobs Financial Partners,LLC
860-657-8757 or email John@JacobsFinancialPartners.com