Jacob McDonald
Associate Wealth Planner at Secure Financial Management - San Antonio, Texas, United States
Jacob McDonald's Colleagues at Secure Financial Management
Xavier Tuggerson
Vice President of Digital Marketing/Digital Media Operations
Jacob McDonald's Contact Details
(210) 428-6250
San Antonio,Texas,United States
Secure Financial Management
Jacob McDonald's Company Details
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.We understand the challenges families face today.From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.