Larry Jacobs
Phone: 409-792-0179 Lawrence E. Jacobs, CFS
Utilizing a thorough planning process, Larry’s mission is to help successful individuals minimize federal, state and social security taxes, while securing their retirement and protecting their assets from liability.
His experience and extensive knowledge in Estate Conservation and Retirement Planning enable Larry to tailor retirement and estate plans which to strive to produce substantial tax savings and accomplish his clients’ objectives.
Larry is the creator of “The Independence Security Solution.” This process seeks to help individuals maintain their retirement with independence and security. It creates a clear vision for the future and a plan to assist them with achieving their goals.
Larry supports the philosophy that each client deserves an ongoing relationship of open and unbridled integrity. Along with this dedication to honesty is a desire to continually educate his clients and keep them abreast of developments. He has presented several financial seminars to such organizations as DuPont, Bayer, Total and other petrochemical related industries.
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200 Ashford Center North Phone: 770-353-6400 |