Jason Jacobs, BFA - Thrivent

Jason Jacobs, BFA - Thrivent Let's plan your financial future together.

One of the biggest barriers to feeling confident about your investments can be not knowing some of the terms involved. T...
09/03/2026

One of the biggest barriers to feeling confident about your investments can be not knowing some of the terms involved. This article helps break down investing basics—from stocks and bonds, to diversification and risk tolerance—in an easy-to-understand way: https://bit.ly/4vNRzdE

What happens when your retirement savings need to last longer than expected? Annuities may help you guarantee a steady s...
09/02/2026

What happens when your retirement savings need to last longer than expected? Annuities may help you guarantee a steady stream of lifetime income, but they aren’t one-size-fits-all. Explore how they work and what to consider before purchasing one: https://bit.ly/4goM2pe

Some annuities provide for inflation-adjusted payments, which can potentially help maintain your financial security duri...
09/01/2026

Some annuities provide for inflation-adjusted payments, which can potentially help maintain your financial security during unpredictable times. Explore key details about this type of contract and if it suits your individual needs: https://bit.ly/4oHggWt

Annuities can help ensure you don’t outlive your retirement savings. They also offer tax benefits and are highly customi...
08/31/2026

Annuities can help ensure you don’t outlive your retirement savings. They also offer tax benefits and are highly customizable to your needs. But there are costs, fees and potential market considerations to review before purchasing. Dive deeper here: https://bit.ly/4vmDdRz

What if your ability to work as a business owner was impacted due to illness or injury?Disability income insurance helps...
08/28/2026

What if your ability to work as a business owner was impacted due to illness or injury?

Disability income insurance helps replace part of your income if you get sick or hurt and are unable to work for a period of time. And there are coverage options available for business owners.

Explore how disability income insurance could help protect your livelihood as a business owner: https://bit.ly/4gPbi8e

Some employees bring knowledge, relationships and leadership that are hard to replace. Key person life insurance can hel...
08/27/2026

Some employees bring knowledge, relationships and leadership that are hard to replace. Key person life insurance can help your business prepare for the unexpected. Learn the basics here: https://bit.ly/4eXRvkE

Together we can find the right coverage amount to help protect your business.

Is a Solo 401(k) or SEP IRA the better fit for you as a business owner? It depends on your priorities: higher contributi...
08/26/2026

Is a Solo 401(k) or SEP IRA the better fit for you as a business owner? It depends on your priorities: higher contribution limits and flexibility or simple administration and ease of use. Go deeper here: https://bit.ly/4gR8mrN

Back to school today for these two! Lincoln is off to 1st Grade and Griffen is off to 4 year old all day preschool. Wish...
08/25/2026

Back to school today for these two! Lincoln is off to 1st Grade and Griffen is off to 4 year old all day preschool. Wishing all students and teachers a great year!

A Solo 401(k) offers flexibility, tax advantages and the opportunity to maximize your retirement savings as a self-emplo...
08/25/2026

A Solo 401(k) offers flexibility, tax advantages and the opportunity to maximize your retirement savings as a self-employed professional. Learn more about how it works and how it compares to other retirement plans here: https://bit.ly/3SIE9RK

A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited...
08/24/2026

A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9V

Let's chat about all the retirement plan options available to you and find the one that best meets your needs.

Address

115 West 7th Street
Spencer, IA
51301

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Telephone

+17122629554

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