Business Details
50+ Years
experience
Your Trusted Financial Partner in Fort Worth, TX
Dean Jacobson Financial Services has built a legacy of trust and excellence over 55 years, rooted in personalized client relationships and independent, objective financial guidance. Our team-based approach ensures clients receive comprehensive strategies tailored to their unique goals, emphasizing wealth management, retirement planning, and risk mitigation. Founded in 1967, we remain committed to providing fiduciary advice grounded in decades of collective expertise, with a focus on long-term client success. Our independence allows us to prioritize client needs over proprietary products, ensuring unbiased recommendations. We specialize in navigating complex financial landscapes, including tax-efficient planning, estate preservation, and business succession strategies.Our advisors are dedicated to educating clients, fostering financial literacy, and adapting to evolving market dynamics. With a heritage of stability and innovation, we serve individuals and businesses nationwide, prioritizing transparency, integrity, and client-centric service. Our mission is to empower clients toward financial independence through holistic planning and disciplined investment management. We collaborate with legal and tax professionals to deliver integrated solutions, ensuring every aspect of a clients financial life is addressed. This commitment to excellence has solidified our reputation as a trusted partner in wealth management for generations.
Services
Financial Planning
Investment Management
Risk Management
Retirement Planning
Estate Planning
Tax Planning
Charitable Gift Planning
Business Succession Planning
Wealth Management
Retirement Plan Services
Details
- Year established: 1967
Highlights and features
- We offer 55+ years of experience in personalized financial planning and wealth management.
- Our team-based approach ensures comprehensive, tailored strategies for every client.
- We provide independent, objective advice free from proprietary product bias.
- Specialized expertise in retirement plan consulting and complex estate planning.
- Commitment to ongoing client education and transparent, fiduciary-driven service.
Associations and certifications
- Registered Investment Adviser (RIA)
- FINRA
- SIPC
Services
Financial Planning
Our financial planning service creates tailored strategies to align your resources with life goals. We integrate tax, estate, and retirement planning to ensure long-term stability. With a focus on holistic wealth management, we help clients navigate complex financial decisions.
Investment Management
We offer fee-based investment management using strategic and dynamic asset allocation. Our approach combines mutual funds, ETFs, and alternative investments to balance growth and risk. Quarterly reviews ensure portfolios adapt to market changes and client objectives.
Retirement Planning
Specializing in retirement income strategies, we address longevity risks and tax-efficient distributions. Services include 401(k) management, Social Security optimization, and annuity solutions. We help businesses design compliant qualified retirement plans.
Estate Planning
Our estate planning integrates wills, trusts, and tax mitigation strategies. We collaborate with attorneys to ensure asset distribution aligns with client wishes. Services address probate avoidance, charitable giving, and intergenerational wealth transfer.
Risk Management
We assess exposure to financial loss through life, disability, and long-term care insurance. Our strategies protect income streams and assets while balancing self-insurance and policy solutions. Coverage is tailored to individual and business needs.
People
Jeffrey J. Schmeltekopf
Owner | Partner
With decades of experience, Jeff Schmeltekopf focuses on wealth management and client relationship oversight. He emphasizes strategic growth and continuity in financial planning services.
Timothy C. Lowry
Owner | Partner
Tim Lowry specializes in investment strategies and retirement plan consulting. His expertise ensures clients receive innovative solutions aligned with regulatory standards and market trends.
Jonathan E. Dumas
Owner | Partner
Jonathan Dumas leads in estate planning and tax-efficient strategies. He prioritizes personalized client education and long-term wealth preservation techniques.
Questions
What sets Dean Jacobson Financial Services apart from other advisors?
Our 55+ year legacy, team-based approach, and independence ensure unbiased, comprehensive strategies tailored to your unique financial situation.
Do you work with clients outside of Fort Worth?
Yes, we serve clients nationwide, leveraging technology to provide remote financial planning and investment management services.
How do you handle retirement plan compliance for businesses?
We specialize in qualified retirement plan design, administration, and IRS/DOL compliance, minimizing fiduciary risks for business owners.
Can you help with estate planning if I already have a will?
Yes, we enhance estate plans with trusts, tax strategies, and charitable giving to ensure your assets are distributed according to your wishes.
What investment philosophy do you follow?
We use strategic asset allocation combined with dynamic risk management to balance growth potential and market volatility.
