Retirement Planning Services
Plan Today. Retire Confidently Tomorrow.
Whether retirement is around the corner or still a distant dream, it's never too early — or too late — to take control of your financial future. At The Jacobson Agency, we believe retirement should be something you look forward to — not stress over. That’s why we work one-on-one with individuals, families, and business owners to create personalized, practical retirement strategies that fit your lifestyle and goals.
Based in Yankton, South Dakota and licensed in SD, NE, IA, MN, ND, and OR, Lindsey Jacobson brings years of experience and a genuine commitment to helping people make sense of their options.
Retirement Planning - What we help with
What We Help With:
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Consolidation & Simplification:
Managing multiple accounts can be overwhelming. We streamline your savings for greater clarity and efficiency. -
Retirement Planning for Business Owners:
You’ve built your business — now let’s build your retirement. -
Life Insurance with Living Benefits:
Yes, life insurance can be a retirement tool! We’ll show you how certain policies can provide income later in life. -
Planning for Long-Term Care:
Protect your retirement savings from the high costs of long-term care with smart coverage options and asset protection.
Why Work With The Jacobson Agency?
We’re not just here to sell a policy. We’re here to build a relationship — one where you feel heard, supported, and empowered to make the right decisions for your future. As an independent agency, we’re free to shop multiple carriers to find the best fit for your retirement strategy.
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Secure your future, on your terms. Retirement doesn’t plan itself — but with the right guide, it gets a whole lot easier.