Jacobs Coolidge Company

The Jacobs Coolidge Company is a small financial planning firm located in Brunswick, Georgia. Owned and operated by eight employees, the company focuses on providing comprehensive financial wellness solutions to its clients. Jacobs Coolidge Company guides clients through a proprietary four-step process known as the RICH® Planning Experience. This process begins with building a strong foundation of trust through open communication and understanding the client's unique goals and concerns. Building upon this foundation, the company works with clients to inspire them to share their aspirations and fears, no matter how big or small. Utilizing this information, the Jacobs Coolidge Company crafts a customized financial blueprint, introducing creative solutions and alternative strategies tailored to the individual client's needs. To ensure success, the team collaborates with other advisors as needed and provides periodic reviews and updates to keep the plan aligned with evolving circumstances. For more information about Jacobs Coolidge Company and their services, please visit their website at www.jacobsandcoolidge.com/.