About Jacobs, Kirby & Coolidge, LLC

The JKC Planning Cycle

The Planning Cycle process begins by thoroughly analyzing your current situation to develop a detailed financial model in order to help develop and clarify your goals.

Next, we pinpoint the gaps betweens you current situation and your objectives. By identifying these gaps, we are able to introduce solutions, alternative strategies and options that are unique to your situation.

After a thorough discussion of the facts and a complete education of the solutions, our team formulates a written comprehensive blueprint of your financial plan.

To ensure your blueprint becomes a reality, we continue to coordinate the strategies within the plan through implimentation.

Finally, to remain committed to keeping your objectives and strategies current, we continue the process annually (through your renewal services).

Providing Solutions to your Individual Needs

  • Retirement Planning
    • income analyisis & modeling
    • risk analysis
    • qualified plan analysis
  • Investment Planning
    • Portfolio Evaluation
    • Asset allocaton analysis
    • Risk/reward analysis
  • Business Planning
    • Business succession planning
    • Executive compensation
    • Executive Financial Planning
  • Estate Analysis
    • Estate Tax Reduction Strategies
  • Review and planning for wills and trust strategies in conjunction with your tax/legal advisor
    • Life Insurance analysis
  • Employee Benefits
    • Individual & group health insurance**
    • Dental insurance**
    • Disability Income Insurance

Russell C Jacobs, III and Carl Coolidge are registered representatives of and offer securities through MML Investors Services, Inc. (Supervisory Office, South Tower Suite 400, 3333 Peachtree Road, Atlanta, GA 30326. 404-261-8900)

** Products not offered through Massachusetts Mutual Life Insurance Company or MML Investors Services, Inc.