Kevin Jacobs's Contact Details

Kevin Jacobs's Company Details

Step By Step Financial

Broken Arrow, OK, US • 5 - 9 Employees
Financial Services

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. Kevin Jacobs CFP®, EA, the owner of Step By Step Financial, LLC , is a CERTIFIED FINANCIAL PLANNER™ Professional and Enrolled Agent. Before entering the financial planning field, he served as a youth director in Memphis, TN. Kevin is married and has 6 children. He is active at their church and is also very involved in the community of Broken Arrow. Step By Step Financial, LLC services the individual financial needs of its clients, particularly married couples 10-15 years from retirement. As a financial planning firm, "Step By Step" works best with people who are serious about their financial future and who 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 (investment advice currently available only to Oklahoma residents)-Retirement Planning-Insurance Reviews-Portfolio Analysis-Estate PlanningFinancial Security. One Step at a Time.