As President and CEO of Jacobs Financial Services, Tom Jacobs has spent more than 25 years helping retirees and pre-retirees prepare for the next chapter of life. Known for his direct, educational approach, Tom helps clients understand their options for retirement income, asset protection, and long-term financial security. His mission is to simplify complex financial concepts and provide strategies designed to help clients retire with confidence.
For over 30 years, David Carrier has helped Michigan families protect their assets, reduce taxes, and create lasting legacies. Through educational workshops and personalized planning strategies, David has guided thousands of retirees in making informed decisions about their financial and estate planning future.
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