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We spend time with our clients at the initial meeting to fully understand where they are and where they want to go. It’s the first step to be able to create a plan.

Discovery Meeting
We’ll ask you a few basic questions to get the conversation started:
  • What do you want to accomplish in life?
  • Do you have any particular financial goals you’re already working towards?
  • What financial issues may be specific to your personal situation?
Plan Development
As a team, we review our discussions from the discovery meeting with you, asses what levels of support you may need in different areas of your financial picture, and then create a recommended plan to fill that need.

Recommendations Meeting
We meet again to go over the results of our discovery and our plan development. We present our recommendations, answer any questions you may have, and start discussing the next steps in the strategy. 

Ongoing Progress Updates
We believe in connecting regularly with our clients. Along with the 1-2 financial review meetings we’ll conduct annually, you’ll also receive regular market up emails to keep you current on what’s happening in the market.

Strategic Partnerships
Our process also includes working with additional professionals that can further enhance the services we bring to you.

Christopher T. Stanton Patrick A. Mazorol
Klemp & Stanton Attorney at Law
Estate Planning Attorneys
651-310-1400 or 952-921-5853

John Swon
In addition to his work in The Jacobson Group's practice, John also works with clients to provide tax preparation services.

Please note: all listed entities are not affiliated.
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Important Consumer Information | Privacy Statement

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

No offers may be made or accepted from any resident outside the specified states(s): AZ, CA, FL, IN, KS, MD, MN, NH, SD, TX, and WI.

The Jacobson Group is not affiliated with Royal Alliance Associates, Inc.

Royal Alliance does not offer tax or legal advice.




This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, IN, KS, MD, MN, NH, NY, SD, TX and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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