Kevin Jacobs, CFP®

Bio

Step By Step Tax and Financial Planning is a fee-only comprehensive financial planning firm near Tulsa. What makes us different is that we offer professional and objective tax and financial planning services on a one-to-one personal level. We are an independent firm where our complete focus is on you and you alone. We work with a small number of clients but we do a lot for each of these clients. Kevin Jacobs, the founder of Step By Step, has been a recognized CFP® practitioner since September 2008 and has been in the financial services industry since January of 2005. Before 2005, he served as a youth director and teacher at two different churches in Memphis. Step By Step Tax and Financial Planning services the individual tax and financial planning needs of pre-retired married couples. Another niche that we have developed is serving the tax and financial planning needs of single, professional women. We work best with people who are serious about their financial future and who realize the value of sound, professional and objective advice. We use a systematic process to evaluate the client's entire financial life over the course of several months. We do very little "drive-thru" tax preparation or financial advice work because we have found that our clients are best served by evaluating and working on their entire "financial portfolio." We cover a wide variety of topics with our clients. The most common areas of discussion include: -Tax Planning and Tax Preparation -Investment Strategies and Recommendations -Retirement Planning -Insurance Reviews -Portfolio Analysis -Estate Planning We offer an initial complimentary consultation. What do you have to lose by calling and setting an appointment and seeing if Step By Step is a good fit for your tax and financial planning needs? (We are currently registered to give investment advice to Oklahoma residents only.) Financial Security. One Step at a Time.