Kevin Jacobs (CFP®, EA)

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

  • Baby Boomers
  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Financial Planning

Financial Planning is our foundational service. We follow the 7 Step Financial Planning Process from the CFP? Board of Standards. For you, this means that our team will do the following.

  1. Understand your personal and financial circumstances.
  2. Identify and select your goals
  3. Analyze your current course of action and potential alternatives.
  4. Develop personal financial planning recommendations.
  5. Present those recommendations to you.
  6. Implement your tailored financial planning strategy.
  7. Monitor progress and update as needed.

Investment Management

Our investment philosophy is based on low-cost, balanced risk, and long-term growth. This means you will see us recommend low-cost ETFs and mutual funds with the occasional individual bonds. Quality investment custodians are a top priority and we will recommend one of the following: Pershing, Betterment, or Schwab.

Tax Planning and Preparation

Tax Planning and Preparation is a crucial part of your financial health. Detailed tax planning is covered in our Financial Planning and Investment Management services, while tax preparation is offered to our ongoing investment management clients at no additional charge.

Additional Information

Kevin Jacobs is a CFP®, EA, who provides comprehensive, holistic financial planning services to married couples in all stages of the retirement journey. He is passionate about helping couples balance their financial and personal preparedness for retirement as well as crafting a financial plan driven by goals, values, and results.

Ethics, education, and excellence are at the heart of the Step by Step philosophy, which Kevin actively explores in core memberships with ACP and NAPFA as well as engagement with the local business community in Broken Arrow, OK.

Giving back is an important part of Kevin’s professional and personal life. Along with his wife and eight children, he volunteers in their church, youth leadership programs, and youth sports associations. His roots in Illinois make him a lifelong Cubs fan, a passion proudly adopted by the rest of his family.

Additional education:

M.A, Madonna University

B.A, Franciscan University of Steubenville

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