Chris Jacob Cfp® Email & Phone Number

As a Certified Financial Planner® (CFP) since 1988, I founded my financial practice with the goal of helping high wealth individuals and families with their unique financial needs. Over my 38 year career, I have served 500 individual and corporate clients nationwide regarding the accumulation, protection, and preservation of their intellectual and financial capital. I sold my practice several years ago and created a new company, NextPoint Solutions, with my partner, Bob Strauss, believing we could have greater impact working within the advisor community on behalf of their clients.We're a diverse team of insurance advisors, financial planners and attorneys dedicated to helping investment advisors, broker dealers, RIA's and other financial professionals succeed in the area of advanced life insurance planning. We provide smart solutions for companies of all sizes and pride ourselves on our unparalleled, dedicated service.At Nextpoint we would like to help you grow your life insurance business by adding industry leading advanced planning strategies and AI inventiveness. Watch your life business soar without changing a thing. Let us scale your practice while freeing you up to focus on your core business. Keep the genius and delegate the rest to us

Listed skills include Retirement Income Planning, Wealth Management Services, Planned Giving, Estate Planning, and 43 others.