Jakob's Wealth Management
Request received

Thank you. We'll be in touch soon.

Your request has been received. Expect a call or email within one business day to set up a time to talk about your workplace retirement plan.

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Jakob Fries, CFP®
Jakob Fries, CFP®
Director - Wealth Management
35 Durbin Station Court, Suite 105
Saint Johns, FL 32259
By appointment.
info@jakobswealth.com

What happens next

01

We reach out

You'll hear from our office within one business day to find a time that works for you.

02

We check your plan

We'll look into whether your employer's plan offers a self-directed brokerage window.

03

We meet

In person at the office, by video or by phone. No pressure and no obligation.

Helpful to have on hand

Nothing is required before we talk, but these can make our first conversation more productive.

  • The name of your employer's retirement plan and who administers it
  • A recent plan statement, to review together when we meet
  • Your goals and any questions about your retirement timeline

Please don't email account numbers, statements or Social Security numbers. We'll go over them together securely.