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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.

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