"We impact people's lives by
inspiring, guiding and implementing planning."
~The DuPree-Jacob Team
Pictured from left-to-right: Thomas Cary, Steve Rombro, Victoria Mohler, Nicolas Mattingly,
Mike Jacob, My To, Kevin DuPree, Kenny Kikuno, Peter Park, Veronica Reed, Eric Rodriguez
Your Future is Now
Financial growth doesn’t happen by chance; it results from expert strategic planning. With 10 years of experience as a Wealth Management Advisor, Mike Jacob can provide such strategic planning. Whether you aim to protect, grow or transfer wealth, Mike Jacob understands the complexity of financial issues and how wise financial planning can enhance your future.
Business Owners and Entrepreneurs
Do you own or operate a business? Mike Jacob recommends the following articles:
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Investing is not the same for everyone. Mike Jacob works with business owners in particular to take advantage of unique investment opportunities at each stage of their business.
Resources for Attorneys
Mike Jacob also specializes in working with attorneys to achieve their financial objectives. By choosing to work with Mike Jacob, attorneys will gain access to a variety of expert resources, including:
Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants. This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.