Founder: Worthwhile Retirement

Jacob is a fee-only retirement practitioner dedicated to helping Christian families transition from the "work" phase into "retirement." He specializes in tax and income planning for those who are retired or are soon to be.

Jacob is an alumnus of Harding University and he completed the CFP® certification program at the Boston Institute of Finance. He enjoys sharing retirement education through his newsletter, podcast, and by teaching classes and seminars.

In the small town of Greenwood, AR, Jacob shares his life with his lovely wife Caitlin and their two perfect daughters. There he enjoys disc golf, swimming, and pickleball. Jacob loves spending time with his church family and travel hacking with points and miles credit cards.

Contact

jacob@corepln.com

(479) 322-0498