Fee Based Financial Planning:

Please choose from one of our talented professionals representing this area for more information:


Russell C. Jacobs, III Certified Financial Planner®, ChFC, CLU
877-265-6909 Ext: 311
rjacobs@finsvcs.com


Carl B. Coolidge, Accredited Investment Fiduciary®*
877-265-6909 Ext: 304
cbcoolidge@finsvcs.com

 

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)

"The information provided herein is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek specific advice from their personal tax or legal counsel."

*Obtained the Accredited Investment Fiduciary designation to improve my understanding of those who hold fiduciary roles.