Kevin Jacobs
CFP®
Step By Step Financial, LLC
Founder, Financial Advisor
Kevin Jacobs
CFP®
Step By Step Financial, LLC
Founder, Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Jacobs, CFP®
Fee-Only financial planner serving charitably-inclined married couples as they navigate pre and post-retirement and tax planning needs.
Kevin Jacobs is a Tulsa, OK fee-only financial planner (located in Broken Arrow, OK) . Step By Step Financial, LLC provides wealth management for charitably-inclined married couples as they navigate pre and post-retirement and tax planning needs. As a fee-only, fiduciary, and independent financial advisor, Kevin Jacobs is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kevin Jacobs is a Certified Financial Planner® who provides comprehensive financial planning services to married couples in all stages of the retirement journey. He is passionate about helping his clients balance their finances with their goals and values. Kevin focuses on a streamlined process that allows his clients:
- To clarify their goals and values.
- To audit their current financial situation.
- To make recommendations that realign their wealth with their goals.
- To monitor their plan in an ongoing capacity to ensure they stay on track.
Giving back is an essential part of Kevin’s professional and personal life. Along with his wife and eight children, he volunteers in their church and youth leadership programs. His roots in Illinois make him a lifelong Cubs fan, a passion proudly adopted by the rest of his family.
Step By Step Financial, LLC is a fee-only financial planning firm in the metro Tulsa, OK, area. We serve clients from many of the surrounding communities. We are an independent firm whose complete focus is on the client. The only compensation we receive is directly from our clients. We do not receive commissions, referral fees, or third-party incentives.
Step By Step Financial, LLC services the individual financial needs of its clients, particularly married couples 3-5 years from retirement. As a financial planning firm, "Step By Step" works best with people who are serious about their financial future and realize the value of sound, professional and objective advice.
We cover a wide variety of topics with our clients. The most common areas of discussion include:
- Tax Planning and Tax Preparation
- Investment Strategies and Recommendations
- Retirement Planning -Insurance Reviews
- Portfolio Analysis
- Estate Planning Financial Security.
Some of the most common areas of concern for our clients include the following:
- Running Out of Money
- How and When to Take Social Security
- Cost of Healthcare in Retirement
- How to Invest During Retirement
- How To Rollover a 401k to an IRA
- How to Take Monthly Distributions
- What Pension Option to Choose
- Not Understanding Tax Planning Strategies
- How to Continue to Give to Favorite Charities
One Step at a Time.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investment Management
- Tax Planning
- Social Security Planning
- Charitable Gifting Planning
- Comprehensive Financial Planning
- Retirement Income Planning
Ideal Clients
- Retirees and Near Retirees
- Charitably-Inclined Married Couples 50+
Working Together
- In-Office Meetings
- Virtual Meetings
- No Product Sales
Professional Designations & Affiliations
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Kevin Jacobs is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kevin Jacobs Provides a Faith and Finance Series for the St. Anne Catholic Church of Broken Arrow, OK Episode 1
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Kevin Jacobs Provides a Faith and Finance Series for the St. Anne Catholic Church of Broken Arrow, OK Episode 2
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Kevin Jacobs Provides a Faith and Finance Series for the St. Anne Catholic Church of Broken Arrow, OK Episode 3
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Kevin Jacobs Provides a Faith and Finance Series for the St. Anne Catholic Church of Broken Arrow, OK Episode 4
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Kevin Jacobs Provides a Faith and Finance Series for the St. Anne Catholic Church of Broken Arrow, OK Episode 5
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Kevin Jacobs was Featured by the Alliance of Comprehensive Planners
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Kevin Jacobs is Interviewed at The Advisor Thought Leader Summit 2019
Contact Kevin Jacobs
Office Locations:
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121 W Commercial St
Broken Arrow, OK 74012
