Welcome to Milestone Financial Solutions,
formerly known as Jacobs Financial Group

Milestone Financial Solutions' reputation is built on our long-term commitment to the financial planning process, our focus on our clients and their unique needs, and responsible financial management. Our clients come from all walks of life, different areas of the world, and represent all ages. What they share is the realization that they can and should coordinate today's financial decisions in order to realize the best tomorrow has to offer.

We help our clients successfully plan for and reach the financial milestones in their lives. Whether buying or selling a home, buying, starting or selling a business, funding college, protecting estates and assets, or planning for retirement; for nearly 50 years we have helped thousands of people in these areas of their lives and our experienced team will continue to do so for years to come.

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James A. "Jimmy" Jacobs
Founder, CLU, ChFC

We help our clients to reach the financial milestones in their lives

To learn more about me, my company and the valuable work we can do for you, e-mail us, call our office or sign up for a no obligation appointment here. We'll work together to help you reach your goals.

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Holistic financial Planning

 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...

Our Team

Sally J. Baker

Health Insurance Operations

Sally began working with Milestone Financial Solutions in March 2000. She specializes in group medical and dental...

Ann Boyd

Ann Boyd joined Milestone Financial Solutions in January of 2019 as the Securities Coordinator.  She has been in the...

John McKenna

John is the Director of Operations for Milestone Financial Solutions. He oversees daily office operations in order to...

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