We Help People Stop Worrying About Their Money.

Welcome to Jacobson Associates, Inc.  We have built our web site as a resource to provide you with pertinent information about the services we provide and we hope that you find the site valuable enough to bookmark it as one of your favorites.  We advise that you take advantage of the many features that we provide such as the "Request Info" or "Tell a Friend" options.  We hope the site will further your awareness of how our business works and how we can help you.  We've also made it available for you to send any questions you might have directly through our Web Site.  Here you can stay up to date on relevant financial topics through our on-line newsletters.  Thanks for being here!  We appreciate your business.

As a member of PartnersFinancial, an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Advisor Services, LLC  With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make. For example,


What are strategies for family businesses to: 

What are strategies for affluent individuals to: 

What are strategies for affluent families to: 

We can help you get the answers you need 

Jacobson Associates, Inc. - The Decision Process 

* Investors should consult with their own professional advisor regarding the potential tax, estate, and legal considerations that may arise in connection with entering into a life settlements transaction. Proceeds from a life settlement transaction may be taxable under federal or state law to the extent the proceeds exceed the cost basis. The proceeds from a life settlement transaction may be subject to claims of creditors. The receipt of proceeds from a life settlement transaction may adversely impact eligibility for government benefits and entitlements.  The amount received for the sale of the Policy may be impacted by the circumstances of the particular purchaser of the Policy, the insured’s life expectancy, future premiums, the death benefit, the terms of the Policy, and the current market for insurance policies, among other factors. The amount received for the sale of the Policy may be more or less than what others might receive for the sale of a similar policy. There may be high fees associated with the sell of a Life settlement.