Kevin F. Jacobs

Kevin F. Jacobs

| CFP®, EA

Step By Step Financial, LLC

Social Security, Pension Planning and Retirement Planning for Married Couples Approaching Retirement.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • High Net-Worth Clients
  • Tax Planning and Preparation

Visit Us

121 W Commercial St
Broken Arrow, OK 74012

Kevin Jacobs is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Kevin Jacobs, the founder of Step By Step, has been a recognized CERTIFIED FINANCIAL PLANNER® Practitioner since 2008 and has been in the financial services industry since 2005. As an Enrolled Agent (EA), Kevin is also licensed to practice before the IRS. Before 2005, he served as a youth director in Memphis, TN. Kevin and his wife, Donella, have eight children (6 boys and 2 girls).  They are active at their church and Kevin is also very involved in the community of Broken Arrow.

Step By Step Financial services the individual financial needs of its clients, particularly married couples preparing for retirement. The firm works best with people who are serious about their financial future and who realize the value of sound, professional and objective advice.

Step By Step Financial, LLC uses a systematic process to evaluate the client’s entire financial life over the course of several months. SBS does very little “drive-thru” financial advice work because they have found that clients are best served by evaluating and working on their entire “financial portfolio.”

Step By Step Financial covers a wide variety of topics with its clients. The most common areas of discussion include:

  • Tax Planning and Tax Preparation
  • Investment Strategies and Recommendations (investment advice currently available only to Oklahoma residents)
  • Retirement Planning
  • Insurance Reviews
  • Portfolio Analysis
  • Estate Planning

You have nothing to lose by calling to set up an initial, no-obligation consultation.

Schedule your initial meeting by visiting https://my.timedriver.com/8SHHS