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A Highly Personalized Approach to Retirement Planning

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Fiduciary Standard of Care

Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years. A recognized CFP® practitioner since 2008, owner Kevin Jacobs has been in the financial services industry since 2005, and has always made it his number one priority to focus on what will most benefit his clients--reducing investment fees and minimizing income tax liability.

Two areas in which many of our clients and prospective clients have questions and concerns include Social Security planning and pension distribution planning. These questions tie directly into retirement planning by aligning goals and aspirations with the financial means to be able to attain them. 

Take the next step and schedule an initial consultation.  We meet with clients both in the office and virtually - don't let geography hold you back from getting started today.