Helen Jacobsen brings multiple levels of experience. Helen’s goals are to educate and enrich the lives of her clients. As a student of the industry, Helen believes that it is important to have a deeper understanding of the products we represent so we can make a big and positive impact in the lives of the people we work with. She is passionate about working toward the goal of helping the people and businesses in her community.
As a Retirement and Insurance Advisor, Helen puts her focus on building relationships, and she takes a holistic approach to planning. She believes it is important to have a solid understanding of what the client wants and, more importantly, needs. The process begins by identifying a client’s goals and then building a strategy to accomplish those goals. Whether your focus is on protecting what’s most valuable to you, accumulating wealth or controlling the distribution of your assets, we can craft a solution. That’s because Helen has a broad portfolio of products from top carriers. Our clients deserve the best and our many options help Helen tailor each plan to the client’s individual situation.
Helen is licensed in Life, Health, and Accident. She also has easy access to financial professionals for financial planning. Finally, Helen is a member of the Better Business Bureau of Northwest Indiana, National Ethics Association, and is an active member of the Crossroads Regional Chamber of Commerce. She is the winner of multiple industry awards.