Question 1

What services does the company provide?

Accepted Answer

The company provides retirement planning, insurance, and wealth management services to clients in Oklahoma. They offer tailored financial solutions through their "wealth building" and "wealth management" service models to meet the unique needs of their clients, whether they are in the early stages of their financial journey or managing established wealth.

Question 2

Who does the company serve?

Accepted Answer

The company serves young families, with a focus on large families, those facing medical or school-related challenges, and families that own small businesses.

Question 3

What sets the company apart?

Accepted Answer

The company combines personalized financial planning, tax strategies, and investment advice to help clients minimize their lifetime tax burden and enjoy a fulfilling future with their loved ones. They aim to provide a helping hand during challenging times.

Question 4

How can clients get started with the company?

Accepted Answer

Clients can schedule an introductory phone call to take the first step in securing their financial future. This allows the company to understand the client's unique needs and provide tailored solutions.

Question 5

Who is the team behind the company?

Accepted Answer

The company is led by Kevin Jacobs, a CERTIFIED FINANCIAL PLANNER™ professional. Clients can read more about Kevin's background and experience on the company's website.

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Step By Step Financial

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Frequently Asked Questions about Step By Step Financial

What services does the company provide?

Who does the company serve?

What sets the company apart?

How can clients get started with the company?

Who is the team behind the company?

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