Step By Step Financial, LLC

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Kevin Jacobs (CFP®, EA)

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

  • Investment Advice with Ongoing Investment Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We serve the tax and financial planning needs of those seeking objective, fee-only advice. The majority of our clients are married and within 10-15 years of retirement.  Below is a series of questions that will help you to determine if the services we offer match your needs:

1.  Are you approaching retirement or recently retired?

2.  Are you confident you have enough resources to live off of during your retirement years?

3.  Do you desire to gift to charitable organizations in extraordinary ways?

4.  Do you plan to leave a lasting legacy to your family and loved ones?

5.  Do you ever wonder if your financial resources are working together as effectively as possible?

6.  Are you confident you are paying as little in taxes and investment fees as legally possible? 

7.  Have you ever had anyone with an objective and unbiased viewpoint evaluate your financial health?

8.  Do you see change all around you and worry your money won't be there when you need it?

9.  Do you desire a long-term relationship with a financial professional? 

Additional Information

Kevin Jacobs, the founder of Step By Step, has been a recognized CFP® practitioner since 2008 and has been in the financial services industry since 2005. As an Enrolled Agent (EA), Kevin is also licensed to practice before the IRS.

Prior to 2005, Kevin served as a Youth Director in Memphis, TN. Kevin and his wife, Donella, have eight children (6 boys and 2 girls).  They are active at their church and Kevin is also very involved in the community of Broken Arrow.

NAPFA Start Date

November 24, 2008

Industry Start Date

October 01, 2005

Step By Step Financial, LLC

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This Office

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