What We Do

Everyone’s financial situation, needs, and goals are different. And so, everyone’s financial retirement strategy should be different. Reach out to us. We can analyze your retirement strategy, discuss it with you, and make recommendations. There are some options out there you may not have thought of, such as annuities and life insurance policies. 

Our firm works with trusted, qualified insurance companies to back the guarantees* of these products.
Could life insurance or an annuity be the right option for you? Learn more here:
senior couple on their laptop standing at the kitchen island what we do
Planning For Retirement
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Annuities
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Life Insurance
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Reach Out To Us!

Reserve a seat at one of our educational seminar presentations (which also come with a complimentary gourmet meal) or schedule a one-on-one meeting with us to discuss your options.

Schedule An Appointment
Attend A Dinner Seminar
Contact Info
What We Do
Our Company
  • 3450 Triumph Blvd Suite 102
    Lehi, UT 84043
  • 2825 E. Cottonwood Pkwy. Suite 500
    Cottonwood Heights, UT 84121
  • 701 S. Main St. Suite 100
    Logan, UT 84321

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship. By contacting Breck Jacobs, License #533051/Future Focus Financial, License #101193, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Investment advisory services offered through Jacobs Financial Group, a Registered Investment Advisor in the state of Utah. Insurance products and services are offered through Future Focus Financial, License #101193, and Breck Jacobs, License #533051. Jacobs Financial Group and Future Focus Financial are independent of each other.

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