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Michael Jacobson in Delray Beach, FL

Michael Jacobson

West Palm Beach, FL | Jupiter, FL

Michael has been in the financial services field for 28 years. He started his career as an Accountant, and then moved on to Banking where he lent money to business owners & doctors. The past 19 years he has specialized in assisting his clients with Financial Balance and Organization. He utilizes a wide angle view of their financial landscape including cash flow and protection planning. His philosophy is to help his clients visualize and participate in a long term planning process resulting in peace of mind and maximum utilization of their financial resources. Specialties Asset Protection, Retirement Distribution Planning, Life Insurance, Disability Insurance, & Long Term Care Insurance, Business Planning (Retirement Plans, Key Person Insurance, Executive Benefits, etc.)