Social Security Optimization

Social Security doesn’t need to be complex or confusing. The goal of Jacobsen Capital Advisors in Salt Lake City is simple: To let your Certified Financial Planner help you make the most of your benefits.

Our financial advisors in Salt Lake City provide the answers to your questions and help you optimize the Social Security claiming strategy that works best for you and your retirement planning goals.

Want to find out which Social Security claiming strategy is right for you?

Get Your Free Financial Assessment

Our Free Evaluation will take you step-by-step through our Financial Planning Process that covers 5 areas of your financial life

Our Services

Equity Compensation

Tax Planning

Retirement Planning

Investment Management

Social Security Optimization