by JSA_Admin | Dec 19, 2023
Nicole Goldstein Client Relations Specialist As the Client Relations Specialist, Nicole is here to ensure clients have an enjoyable and effortless experience with us every step of the way. She is responsible for scheduling client meetings, maintaining account records,...
by JSA_Admin | Jul 7, 2023
Erik Barker, CFP® Associate Wealth Advisor Erik is an associate advisor at Jacobson & Schmitt Advisors. He joined the firm in 2023 after graduating from UW-Madison with a degree in financial planning. Erik is passionate about helping others and believes that...
by JSA_Admin | Nov 8, 2022
Frank & June – Achieving multi-generational goals I know we’re going to be OK, but what can I do to help my children and grandchildren? Are there better ways to help my family? Will these gifts promote laziness among our kids? Background When Frank and June...
by JSA_Admin | Nov 8, 2022
Do I have enough money to retire? How will I get my money when the paycheck stops? Should my allocations change now that I’m going to retire? Will my spouse be OK? Background These were the questions Joe, a 68-year-old executive, and Suzanne, a 60-year-old...
by JSA_Admin | Nov 8, 2022
Joe & Suzanne – Becoming Retirement Ready Do I have enough money to retire? How will I get my money when the paycheck stops? Should my allocations change now that I’m going to retire? Will my spouse be OK? Background These were the questions Joe, a...
