Wealth Management Services | Cleveland, TN
You’ve worked too hard to let up now. In fact, now, it’s time to let your money go to work for you.
Whether you’re a doctor just opening your practice, a lawyer who just closed another case or a CEO who worked hard to lead your business to profitability, we all need someone looking out for, and growing, our wealth.
When you trust Ed Jacobs, you trust a wealth manager with decades of experience serving clients in every stage of life, from those who are just now looking towards a new level of wealth management to those who know that the time has come to ensure their legacy and their families are cared for long after they are gone.
Below, you’ll find a few of the services we offer, but we encourage you to give us a call and walk us through your specific situation. No two people are the same, and neither are any two financial portraits – it will be our pleasure to listen to where you are and see how we can serve you.
- Specializing in working with closely held businesses, physicians, attorneys and executives
- Estate Planning
- Business Continuation
- Executive Benefits, Non-Qualified
- Deferred Compensation
- Life & Disability Insurance
- Long-Term Care
- Individual Health
- Medicare Supplements
- Individual Dental
- Buy Sell Agreement Funding