Susan Jacobs Insurance Agency

We are an Independent Insurance Agency, which means we work for you not the insurance company.

Our Founder

Knowing what's happening is Good. Making it happen is Better.
Our Founder
Susan Jacobs
Founder/CEO
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Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.

Latest News

College
Over 85% of the nation's schools offer various types of scholarship, granting money to college students based on a host of criteria such as academic merit, financial need, and in some cases, racial or...

Financial Planning
Retirement Planning When planning for retirement you should fully fund the tax-deductible and tax-deferred savings plans that are available to you as an individual and through your employer. First ...

Finances
One well-known fact of economic life is that a dollar received today is worth more than a dollar received a year from now. Time and Money The relationship between time and money provides the foundat...

Financial Planning
Proper Planning The foundation for investing starts with proper financial planning; setting goals, establishing a budget, gathering financial records and knowing your net worth. The financial plann...

College
Saving for college isn't easy, but the earlier you start the better off you'll be. For example, if you save $60 a month for 17 years earning 8% per year, you will have over $25,000 by the time college...

Financial Planning
High Risk Low Risk Investment Pyramid The above is a simple chart of Investment categories by risk and reward. It is in the shape of a pyramid. With Investments at the top of ...

College
One of new products that came out of the Budget Reconciliation Act of 1996 is the Coverdell ESA. The Coverdell ESA offers the potential for tax-free growth when you use the account to fund a child's q...

Estate Planning
A will is a legal document that transfers what you own to your beneficiaries upon your death. It also names an executor to carry out the terms of your will and a guardian for your minor children, if y...
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Documentation Affordable Term insurance and permanent coverage we have options to fit your needs.

Specialized Advisers

Our Team Who offer personalized solutions of high quality products and retirement planning services.