Step By Step Financial, LLC

Helping You Lead an Extraordinary Life of Significance We serve those couples choosing to live extraordinary lives of unassuming significance. We find out who and what is important to you and we map out a plan to help you achieve it. We work side-by-side you as you journey toward financial security and extraordinary significance. Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years. A recognized CFP® practitioner since 2008, owner Kevin Jacobs has been in the financial services industry since 2005, and has always made it his number one priority to focus on what will most benefit his clients. Two areas in which many of our clients and prospective clients have questions and concerns include Social Security planning and pension distribution planning. These questions tie directly into retirement planning by aligning goals and aspirations with the financial means to be able to attain them. Take the next step and schedule an initial consultation . We meet with clients both in the office and virtually - don't let geography hold you back from getting started today. What We Do Comprehensive financial guidance provides clients with holistic, financial and tax planning, retirement distribution strategies, and access to low-cost investment providers. SERVICES Our clients benefit from a systematic process that thoroughly evaluates key aspects of their financial life, including investments, insurance, tax planning, portfolio analysis, retirement and estate planning. The result is personalized comprehensive financial guidance, utilizing tax-efficient strategies for retirement, distribution, and legacy planning, as well as access to low-cost investment providers, such as Dimensional Funds. We will typically meet with our clients 6-8 times during the first year and approximately 3-4 times in subsequent years. Meetings may take place in-person or virtually. Getting Started This services begins with an initial consultation, agreement presentation and "getting to know you" meeting. There is no charge for the initial consultation or agreement presentation. These meetings are designed to discuss and to define the scope of the financial planning process. Once we have agreed to begin working together, the first planning meeting will be a "getting to know you" meeting. This discussion is essential to setting the foundation for the rest of the planning meetings going forward.

Address: 121 West Commerical Street, Broken Arrow, OK 74012 USA

Phone: +1 918 806 1030
FAX: +1 918 806 1030