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Russell Jacobs III
Russell specializes in Estate Analysis and Financial Planning, Business Succession Planning and Qualified Plans. He joined his father in the financial services business in 1985 and serves as the firm's financial planner and life insurance specialist.
"Due to today's dynamic and challenging investment, insurance and benefits industry our clients expect a high level of service to help them meet the challenges they face. This is why financial and estate planning is so important. We perform a financial audit and gap analysis to make sure our clients are on the right track and avoiding pit falls or unnecessary taxes they might otherwise experience. One of the things we do is provide all of your files in digital format, so if a natural disaster or other situation arises, you can access them from any computer."
Professional Designations: Certified Financial Planner (CFP?), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). His professional and civic memberships include: Acting President of the Savannah Estate Planning Council, Rotary Club, The Financial Planning Association of Georgia, the Savannah Community Foundation, and Southeast Georgia Health Systems Planned Giving Committee.
Education: University of Georgia, Economics - 1985
"At a time when other firms are scaling back, JKC, LLC continues to grow and expand its capabilities, as we help our clients navigate the changes and the growth of their families and careers. We?re focused on long-term relationships; not quick hits. We want to be there for the long haul."