Who could benefit from a meeting?
Anyone who would like to protect their principal* from market declines.
Anyone who wants a reasonable rate of return on their money, over time.
Anyone who would like to discuss their current financial situation.
I already have a financial professional – Why do I need to see Helen Husek Jacobsen?
A large percent of the people who come in to visit us already own financial products or are working with a financial professional. This is not about trying to steal you away from that person; this is about teaching people to learn choices about where they can put their money and feel good about their financial strategies focusing on financial vehicles that can provide protection of principal from market decline.
This is a “no obligation” meeting and/or analysis, no matter how long it takes.
How do I schedule a time to meet with Helen?
You may schedule a time to meet with Helen by contacting us here:
Call us today at (219) 791-0916 and request a meeting to be scheduled for you.
What are my obligations after my first face-to-face visit?
This is a no obligation meeting. You may be told that in Helen’s opinion she has no recommended changes for you to make, and if she suggests otherwise you still have no obligation to do anything.
What should I bring to the face-to-face meeting?
This is your decision. Most people bring a recent copy of any financial document that helps explain your current financial situation.
Any information relating to any specific concern you have.
A list of any questions you may have or topics you want to discuss.
What will happen in the face-to-face meeting?
Helen will analyze your current situation by talking with you and asking specific questions. It is a fact-finding mission to try to determine what we feel is right for you. We may or may not recommend changes or adjustments in your financial strategy.
What is the charge for subsequent meetings?
We never charge you for any meeting you have with us!
Where is Helen Husek Jacobsen’s office located?
4203 W. 92nd Place in Merrillville, Indiana 46410
What are your office hours?
Monday through Friday, 9:00 A.M. to 5:00 P.M. and by appointment
* Guarantees are backed by the financial strengths and claims paying ability of the issuing insurance company.
By contacting Helen Husek Jacobsen’s office, you may be offered information regarding the purchase of an insurance product. Helen Husek Jacobsen does not offer tax advice. Please consult with a Tax professional about your specific tax questions.