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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