Expert in risk & asset management, tax & estate planning. We ensure adequate coverage, optimize investments, aim for tax efficiency, & safeguard your legacy.
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I'm Jacoby Hale, a financial professional shaped by personal tragedy. My mother's passing exposed the financial risks families face, guiding me to a career in safeguarding others from similar hardship. I specialize in risk management, ensuring clients like you, especially professionals with specific trades, have the right insurance in place. I focus on asset management, guiding proper investment in vehicles like 401(k)s and IRAs, and strategic tax planning to keep your retirement tax-efficient. Estate planning is also key to protect your legacy. My approach is holistic, aiming to align your coverage with actual needs and to strengthen your financial foundation for both immediate and long-term security. Let's collaborate to ensure your financial strategy is as resilient as the legacy you aim to build.