Jacob Halfhill

Jacob and his team assist their clients in both thinking through and translating their own personal wishes into actionable planning steps with investment, insurance, and tax-efficient strategies, in order to navigate the many unknown transitions of life to ultimately arrive at their desired destinations.

They offer their clients a more expansive way of thinking about their wealth. Where others start with selling the possibilities of “the best” financial tools, Jacob and his team begin with discovery to assist individuals and businesses in establishing their own blueprint for their financial future, and then brings that blueprint to life with the appropriate tools and tactics. The blueprint will also serve as a filter against any misaligned strategies either currently in place or those to be considered. 

Jacob and his team are supported by Northwestern Mutual – a FORTUNE 500 company that has been in business since 1857. They are backed by Northwestern Mutual’s investment research, compliance, marketing departments, and associated support staffs, allowing them to provide planning and implementation solutions for their clients.