Kevin Jacobs (CFP®, EA)

Kevin Jacobs focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

  • Evaluation and Implementation of Investment Strategies
  • Tax Planning and Preparation
  • Evaluation and Implementation of Retirement Planning Strategies
  • Social Security Distribution Analysis and Strategies
  • Charitable Gifting Planning
  • Estate Planning and much more
  • Evaluation and Implementation of College Funding Strategies

Additional Information

Kevin Jacobs began his career in the financial planning industry with a national tax preparation firm, followed by work in a commission-based financial advisory firm.  Frustrated by the inability to address what he saw as his clients’ need for comprehensive, holistic financial planning advice, he pursued Certified Financial Planner® and Enrolled Agent recognition, and founded Step By Step Financial LLC in 2008.

Kevin has striven to uphold the highest ethical standards in the financial industry since the beginning, joining both ACP and NAPFA in 2008, is a current member of XYPN and active in his local business community of Broken Arrow, OK. The Certified Financial Planner® designation is earned after achieving a rigorous set of professional standards, and requires continuing education to retain.  As an Enrolled Agent (EA), Kevin is also licensed to represent clients before the IRS. 

He and his wife have eight children (6 boys and 2 girls) and are active volunteers in their church, youth leadership programs, and youth sports associations. Kevin received his B.A. from Franciscan University of Steubenville, and M.A. from Madonna University.  Having grown up in Illinois, Kevin is a lifelong Cubs fan, a passion he is proud to say has been acquired by the rest of his family as well.

NAPFA Start Date

November 24, 2008

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This Office

121 W Commercial St Broken Arrow, OK 74012-4012 Phone: (918) 806-1030