Daysi Jacobson Wealth Builders

Jacobson Wealth Builders offers our vast selection of financial strategies and services through relationships with some of the most well-known providers and carriers in the industry. In fact, each provider we partner with must be rated A or higher by industry standards.

Financial Strategy Services

• Financial Needs Analysis
• Financial Goal Setting
• Strategies to Pursue Your Goals

Bussiness Strategies

• Insurance Strategies
• Retirement Strategies
• Executive Compensation (U.S. Only)
• Business Continuation Programs (U.S. Only)

Insurance Solutions

• Life Insurance
• Disability Insurance
• Long Term Care Insurance (U.S. Only)
• Segregated Funds (Canada Only)
• Guaranteed Interest Accounts (Canada Only)

Estate Preservation

• Charitable Strategies & Trusts (U.S. Only)
• Life Insurance Trusts (U.S. Only)
• Wealth Replacement Trusts (U.S. Only)
• Life Insurance (Canada Only)
• Annuities (Canada Only)

Retirement Strategies

• Annuities
• Registered Retirement Savings Plans (Canada Only)
• Tax-Free Savings Accounts (Canada Only)

College Funding Plans

• Preparing for college (U.S. Only)

JWB Network
of Providers

At Daysi Jacobson Accounting, we are committed to making your financial journey simple, efficient, and stress-free. Whether you need expert tax preparation, strategic financial planning, or reliable bookkeeping, our team is here to provide personalized solutions that align with your goals. Let us handle the details so you can focus on what truly matters. Get in touch today and experience the difference of working with a trusted financial partner!