In working with our clients, we employ a detailed process to include analyzing a client’s current situation, reviewing his or hers existing planning, and mapping out clearly articulated goals. This process enables us to select strategies consistent with our client's overall wealth protection objectives.

We are entrepreneurs and as such draw on our practical experience to develop recommendations for our clients. The strategies we utilize are not “flavor of the month” ideas. We only suggest the use of well tested strategies custom tailored to meet each client’s unique needs. Many of the strategies we recommend for our clients are ones we have implemented for our own families and business.

Grant, Hinkle & Jacobs provides clients with access to the latest and most cutting edge wealth protection strategies. This is accomplished in part by our non-financial affiliations with legal and accounting firms nationwide. The professionals of our firm maintain close working relationships with other financial and legal professionals, allowing us to stay abreast of current industry news and changes while maintaining an objective perspective.

Once a plan has been established, the professionals of Grant, Hinkle & Jacobs provide annual and periodic reviews to assess the overall plan, review objectives and consider changes in a client’s circumstances. The result is a lasting relationship that provides the client with a clear path to follow, and a delineated method designed to reach his or her goals.