JACOBS FINANCIAL COACHING

Help Shape the Future of Financial Advisors

ABOUT FOUNDER TOM JACOBS

AUTHOR, SPEAKER, COACH.

Tom Jacobs doesn’t just talk about retirement. He’s built a career out of making it make sense.

As President and CEO of Jacobs Financial Services, the Michigan firm he founded in 2008, Tom has spent decades on the front lines of the financial and insurance world, translating complicated strategies into clear, usable decisions for real families.

He’s best known for a style that’s equal parts direct and energizing: honest about the risks, relentless about the plan, and focused on outcomes that actually matter. That means income you can count on, confidence in your choices, and a retirement that feels like freedom instead of a math problem.

Elite Producer Program

Elite Producer Program

Most advisors struggle with one thing: consistent, qualified retirement prospects. Tom’s coaching program teaches the exact system that has produced over $350 million in annuity premium.

Advisors learn how to:

  • Generate highly qualified retirement prospects
  • Structure discovery meetings that uncover annuity opportunities
  • Position Fixed Indexed Annuities with confidence
  • Present income strategies clients understand
  • Close larger annuity cases

WHO WE SERVE

We serve those who love to serve others.

Our focus is on providing support to financial coaches and aspiring coaches who are motivated to help others save for their future, manage debt, and break the paycheck-to-paycheck cycle.

Join the team as an advisor for Jacobsfs.com