Jade Plan Service

At Dean, Jacobson Financial Services, LLC, we are dedicated to assisting our clients toward a more comfortable and successful financial independence. For over 55 years, we have been providing unparalleled personal attention to our clients, offering independent and objective financial advice, and adopting a team-based approach. Our commitment to our clients is unwavering, and we strive to develop deep relationships built on trust.

Our Services

We offer a range of services designed to address all your financial goals throughout each phase of life. Our comprehensive financial planning includes managing your investments, understanding and mitigating risk, and providing guidance on retirement plan services. We believe that the greatest value comes from a coordinated strategy that incorporates all these elements.

Financial Planning

While there is definite value in the separate management of your investments, taxes, insurance, and estate, our experience has shown that the greatest value comes from a comprehensive coordination of all these elements into a cohesive strategy. We take the time to understand your goals and develop a personalized plan to achieve them.

Investment Management

We manage your portfolio with an intentional and attentive approach, starting with a relationship. We believe that to truly know what's in your best interest, we must truly know your interests the best. Our aim is to develop deep relationships and the trust that this approach fosters will allow us to help you navigate the opportunities and uncertainties of investing over time.

Risk Management

Attempting to manage the risk of losses can prove a difficult task in life. We take a measured approach in understanding the financial impact that the loss of an asset may have on your individual goals and help you take steps to insure against those losses of which you may be unable or unwilling to assume.

Retirement Plan Services

The retirement plan environment today has become very complex and, at times, downright confusing. We've walked with business owners through the ever-changing minefield of retirement plan laws and regulations to help with the selection and management of plans and investments that are right for their business and their employees.