Cobalt Guard Advisors
Standing Guard Over Your Financial Goals, So You Can Retire On Your Terms.
425.226.2696
Federal Benefits Education
Financial Planning
Retirement Analysis
Life Insurance
Long Term Care
Precision-Driven Financial Stewardship
Jacob D. Klein - LPL Financial Advisor
Chartered Federal Employee Benefits Consultant (CHFEBC)
As a Chartered Federal Employee Benefits Consultant (CHFEBc) Jacob has been specifically trained in Federal Benefits. Teaching courses and seminars he frequently educates Federal Employees to equip them with a thorough understanding of federal benefits and associated retirement planning. Jacob offers a free, no obligation benefit analysis to all Federal Employees.
He specializes in retirement income planning, but is also experienced in 401K's, College Savings Plans, Life Insurance, Long Term Care Insurance, Portfolio Reviews, Retirement Benefit Analysis, and more.
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