Are You Missing Out On
- Having clarity on where you want to go
- Understanding the impact of the decisions you make
- Feeling organized and in control
- Avoiding major financial mistakes
- Seeing your dreams become reality
- Strengthening your ties to family & community
- Knowing that your best interests are being safeguarded
My name is David Jacobs and helping my clients achieve their most rewarding lives is my passion. As a fee-only financial planner and fiduciary, I deliver concierge-level service with deeper, more thorough expertise focused on your specific needs, helping you navigate the major transitions and challenges you face.
Call me today at 808-728-4396 to discuss your unique situation (email is also welcome). I serve a nationwide clientele.