At Jacobs Coolidge & Company, we listen to your ideas, create a plan, and help you take action to execute it in support of your goals.

Take a look to see how we can assist you in planning for your personal and professional future.

Planning Solutions to Meet Your Specific Needs

Whether preparing for a milestone life event or simply looking for sound financial strategies for the future, we believe the financial planning process provides our clients with the foundation upon which long-term success can be built.

Retirement Planning

Investment/Asset Allocation Planning

Business Succession

Our service offering includes a range of customized planning strategies to deliver the level of financial guidance most appropriate for your goals and objectives.

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Risk Management

Education Planning

Estate Planning

Personal and Business Planning

We Take Your Planning Seriously

We’ll customize a plan for you and your family to meet your specific needs now and in the future, with a focus in the areas of:

  • Fee Based Financial & Estate Planning
  • Key Person Strategies
  • College Planning 
  • Business Succession Planning
  • Charitable Planning
  • Group Disability – Long & Short Term

Retirement and Investment Planning

Planning Today for Your Goals of Tomorrow

You’ve worked hard to save and accumulate assets and we have the proper stategies available to assist you in planning not only for your future, but also the future of your employees and your business.

  • Defined Contribution & Cash Balance Plans
  • Qualified Retirement Plans – 401(k), 403(b), 401(a) & 457 Plans
  • Managed Money Strategies
  • Asset Allocation Planning
  • Income Planning & Preparation Strategies

Protection Planning

The Foundation of Financial Wellness

What if I die to soon, live too long, or become disabled?

These are difficult — yet extremely important — questions to ask yourself. At JCC, we believe a thoughtful and appropriate protection planning strategy is a core element of your financial wellbeing. We’ll guide you through this process, with services that support:

  • Life Insurance Planning
  • Disability Income Insurance Planning
  • Long Term Care Insurance Planning
  • Annuity Solutions

Business Succesion Planning

What's Your Company's Sellability Score?
Are You Running a Valuable Business?

The ultimate test of value for your business can be found in a simple question: Would someone want to buy your company?

Whether you want to sell next year, a decade from now, or pass on the business to family, you need to build a valuable asset for the future.

The Sellability Score is an interactive tool offering a comprehensive assessment of the “sellability” of your business. When you complete the Sellability questionnaire, you’ll get an overall Sellability Score out of 100 plus your score on the eight key drivers of Sellability, which are statistically proven to increase the value of your company. Based on the outcomes of your Sellability Score, we will help you build a strategic plan of action.