Professional Excellence in Financial Services

About Us

For over 26 years, Mike Jacobson’s goal as a financial advisor has been sustaining the lifestyle of his clients through a comfortable retirement. See why he’s still passionate about realizing your goal of financial security:
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Our Process

1. Discovery Meeting

We'll get started with a few questions that help us create a picture of your finances and unique situation. It's your first step towards a comfortable retirement.

3. Recommendations Meeting

We'll go over our proposed recommendations, answer your questions, and begin implementing the agreed-upon strategy.

5. Strategic Partnerships

Our services include working with tax and estate professionals to enhance your services.

2. Plan Development

Using what we learned during the discovery meeting, our team sits down to craft a plan built for you. We look at the lifestyle you've built and ways to continue your financial security.

4. Ongoing Progress Updates

We provide ongoing annual updates, along with regular emails to keep you informed about the current market.

Older couple with white hair hugging and gazing out at the mountainside

Our Process

1. Discovery Meeting

We'll get started with a few questions that help us create a picture of your finances and unique situation.

2. Plan Development

Using what we learned during the discovery meeting, our team sits down to craft a unique plan built for you.

3. Recommendations Meeting

We'll go over our proposed recommendations, answer your questions, and begin implementing the agreed-upon strategy.

4. Ongoing Progress Updates

We provide ongoing annual updates, along with regular emails to keep you informed about the current market.

5. Strategic Partnerships

Our services include working with tax and estate professionals to enhance your services.

Focus Financial – The Jacobson Group

3800 American Blvd W Suite 1140
Bloomington, MN 55431

Phone: 952-896-3888
Fax: 952-896-3885

mjacobson@focusfinancial.com