Planning | Overview

Fleischer Jacobs Group is a full-service financial firm committed to helping people achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them.

We serve individuals and businesses in all areas of financial management, including:

Financial and retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Estate planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Business Exit Planning
Helping business owners identify, prioritize and achieve leaving their businesses under favorable conditions.
Tax management
Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Risk management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Education funding
Recommending investment and accumulation strategies to help you pay for your children's education.
Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages

We can help you answer these questions:

Will I be able to retire early?
How much money will I need in order to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How can I position my investments for higher potential returns while reducing risk?
How can I "inflation-proof" my investment income?
Do I need disability income insurance? Long-term care insurance?
How can I ensure that my children receive as much as possible from my estate?
What do I need to know about wills, trusts, and probate?

620 Hinesburg Road | PO Box 2343 | South Burlington, VT 05407-2343 | P: 802.865.5000 | F: 802.865.4919

*Disclosures | Privacy | Site Map

620 Hinesburg Road | PO Box 2343 | South Burlington, VT 05407-2343 | P: 802.865.5000 | F: 802.865.4919

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with the residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

To ensure compliance with the requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purposes of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.

*Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is a subsidiary of National Financial Partners Corp. (NFP).

Fleischer Jacobs Group is an affiliate of NFP Securities, Inc. NFP Securities, Inc. does not offer legal or tax advice. All guarantees are based on the financial strength and claims paying ability of the issuing insurance company, who is solely responsible for all obligations under its policies.

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