Hello, I’m Daniel Jacobius, known to many as “Dan J.” or just “Dan”.
For over 30 years I have been helping my clients build wealth, provide for their financial security, and achieve financial freedom.
It has been enjoyable and fulfilling helping clients with these important matters.
In order to best serve our clients, at our firm we work as a team, utilizing individuals with different areas of expertise in various subject matters that are all part of the financial planning process.
Barnum Financial Group is a wonderful firm to be part of, as they provide state of the art products and services as well as excellent resources on many levels for our team, all in an effort to best be able to help our clients.
CERTIFIED FINANCIAL PLANNER
Life Underwriter Training Council Fellow (LUTCF)
Certification in Long Term Care (CLTC)
Give a person a fish and you feed them for a day...Teach them how to fish and you feed them for life
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.