JACOBSEN, Stephanie: B.A., CFP

I have been working in the Financial Planning industry since 2003. II have spent most of my life in the cattle industry, which has given me an added advantage in understanding the unique challenges that farmers and ranchers face. For the majority of my career I have specialized in working with farmers and business owners. I have a strong passion for estate planning and believe that when people have the tools to make strong, sound financial decisions, they are more likely to not only develop, but stick to a plan.

I have a firm, unwavering belief that education is the key to success and the need for continuing education is only one part of a financial planning practice. I also believe that the farm market is exposed to a number of different circumstances that demand additional training, knowledge and a team of professionals to fully develop a sound plan.

My passion for farm planning is easily recognized. I am eager to engage in the conversation and willing to ask some often difficult questions. Our code of ethics and best practices procedures ensure that each any every family and business that we meet with is treated with the utmost respect, consideration and given every opportunity for making strong, confident financial decisions.

The testament of a satisfied client is the introduction to family and friends and I am pleased to say that I am privileged to work with many inter generational families working together. Jacobsen Financial Consulting has over a 98% persistency rate and I feel that is absolutely attributed to the level of service we provide and the genuine care we have for out clients success.

Since 2003 I have been working with farm families and business. My entire practice is primarily farm and or business related clients. I have been actively promoting the need for Farm Planning, and have been invited to speak and present at a few different Ag Day Events on various topic that impact farmers and rancher both personally and corporately.

Member: FP Canada, Alberta Insurance Council, Mutual Dealers Association of Canada