The Jacobsen O'Brien Group: Our Practice and Commitment

Guiding Your Financial Journey

The Jacobsen O’Brien Group was formed with the desire to find a consistent way to help clients improve and organize their financial lives into an easy-to-understand interactive format. Our team is committed to helping clients solve their complex financial goals. We have brought together a team of specialists to ensure our clients receive efficient, expert, and friendly financial planning advice and service. Together, we are dedicated to helping our clients achieve financial security & peace of mind through a comprehensive Wealth Management process.

We’ve developed and refined the R&R Formula, our proprietary planning process to build and protect your wealth. This provides our clients with a clear path of expectations and understanding of their investment plan, while allowing you to enjoy your life and pursue your passions.

Our Approach

At the heart of our approach lies the R&R Formula, our exclusive process that combines wealth management, risk and debt management, tax planning, and philanthropy. Our aim is to assemble all the elements of your financial puzzle and ensure they fit seamlessly together. Each plan and puzzle we create is unique, taking into consideration your specific circumstances. While certain pieces may not be relevant to you today, as your life progresses and your needs change, the Jacobsen O’Brien group and the R&R Formula follow a systematic process that helps you pursue your financial independence.

Our Goal

Our goal is to implement a comprehensive plan that incorporates multiple strategies, to mitigate risks associated for all possible outcomes, without apprehension. There is no “one-size-fits-all” solution when it comes to planning for your future. Baird is privately held and provides us with ample resources, we have the freedom to remain objective and selective. This enables us to offer only those investment solutions and services that we genuinely believe are best suited to help you achieve your financial goals.

What You Can Expect

Strive to aquire and maintain a thorough understanding of your financial goals and objectives.
Provide ongoing management and oversight of your current financial information on a regular basis.
Carefully assess and monitor your investment risks and timeframe.
Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.

Update you as and when appropropriate by email, mail and phone.
Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.
Treat you with utmost respect and professionalism.

We’ve learned through experience that effective communication and mutual respect are essential to a long-term partnership. Having a solid partnership is essential to effective financial planning. We will always work together in the spirit of mutual trust, respect, and understanding.

The R&R Formula Follows the Three D's

Discover

What are your goals?
What is important to you and yours?
What is your unique situation?

Design

What is your path forward?

What services are the best fit for you?

Deploy

Wealth Planning

Tailored strategy implementation

Ongoing service model

Honest and trusting relationship

Other Professional Resources

Our process is multi-faceted, and we partner with like-minded CPAs and Attorneys. We recognize that for a financial plan to be complete and sustainable it must incorporate tax planning, risk, and debt management, and estate and legal matters. Our partners play a vital role in helping our clients achieve their full potential in terms of financial independence. By working together, we ensure that all aspects of your financial wellbeing are being addressed.