Lead Your Best Life

Retirement planning and investment management for successful professionals & individuals over age 50

Minimize Taxes • Invest Intelligently • Maximize Income

CFP® Professional

CERTIFIED FINANCIAL PLANNER™ Professionals make up only 25% of U.S. financial advisors.

Commission-Free

We work by fee only. You will always have a clear understanding of what you’re paying and why.

It’s Your Retirement

We work for you to build a retirement plan and customized investment strategy that enables you to lead your best life

Your Retirement

Planned • Grown • Preserved

Grown

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Commitment to Lifelong Progress

Preserved

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Retirement Income Optimization

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Estate Planning

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Gifting

Why Jacobsen Capital Advisors?

Not all financial advisors are created equal.

At Jacobsen Capital Advisors, we specialize in providing financial planning and investment management for successful professionals and individuals preparing for retirement. Our financial planners provide services in:

Retirement Planning

Learn how much you need to save – and how to do it – in order to achieve the lifestyle you want in retirement.

Wealth Management

Building wealth takes years of hard work. We want to make sure you retain as much of your wealth as possible to fund your retirement and live the life you want. Let us manage your wealth so you can focus on the things that are most important to you.

Estate Planning

Do you have everything in order so that if something were to happen to you, your estate would flow how you want it to in a smooth and tax-efficient manner?

Tax Planning

With the right tax planning advice, you can save money in retirement by reducing your tax liability on your investments and other income.

Social Security Optimization

Our financial planners can help you determine how to get the most out of your Social Security benefits.

Equity Compensation

Equity compensation can be complicated. Work with a Certified Financial Planner to develop an Equity Compensation management plan that is right for you.

Don’t leave planning for your retirement up to chance. If you are ten, five, or even one year away from retirement, you have time to make changes that can make a big difference in your ability to live the retirement you’ve always dreamed of. Our financial planning team in Salt Lake City is here to help you achieve your financial goals and objectives.

Afterall, retirement is too important to plan alone.

Q

Traditional or Roth IRA?

What to Know Before You Invest

Download our Free Guide for tips to set you on the right path.