My name is Jacob E. Hall. I specialize in helping people utilize their assets in a tax-efficient way, with a focus on safety, income, and growth. One key component to this includes the proper use of annuities. I help clients all over the country find ways to generate the income needed to provide for their lifestyle. I also find ways to securely grow and protect their assets during turbulent times.

Despite the current volatility in the market and the low-interest-rate environment, there are still strategies that you can put in place to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While some financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your assets into a long-term sustainable income (while protecting your money) so that you have confidence in retirement.

After serving in the military straight out of high school, I started my finance career in 2003. I’ve had multiple iterations in finance since then – first at Seattle Saving Bank, then into mortgage production. I then became an advisor for a couple of different financial institutions, but ultimately ended up opening my own independent RIA firm. I’ve passed the Series 6, 63, and 65 securities exams, and I hold life and health insurance licenses in Washington. I also have my master’s degree in Ministry Leadership from Faith Seminary in Tacoma, Washington.

My life mission is to love and serve people. I believe knowing and understanding where my clients are today, is a great way to properly plan for all their financial needs ahead. I am hyper-focused on people who are at or near retirement and who want to have confidence that their lifestyle will be the same or better than what they are currently experiencing – and properly built annuities are a great tool for this.

When I’m not working, I like to spend time with family, traveling, and exploring the great outdoors. Specifically doing things like running, hiking, and jumping in as many rivers and hot springs as possible, all while chasing sunsets and sunrises. I have a large extended family, as I am the youngest of 7 kids. My main focus, however, is the love of my life, McKB (who is also my Director of First Impressions), and our 4 kids.  My daughter’s name is Penelope, and her boys are Hunter, Ryan and Trenton. We also have an Australian Shepard (who doubles as our office dog) named Taki.

I reside in Washington state, and even though my office is physically located in a suburb just outside of Seattle, I work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most asked questions in a simple, personalized way. All my meetings are conducted over the phone and through your computer, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Jacob E. Hall