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Step By Step Financial, LLC
Your Trusted Partner for Holistic Financial Planning and Investment Growth
5(5 reviews)
$$$
Business
financial-advising
business-consultants
Comprehensive assessment and design of personalized financial plans based on your life goals, hobbies, and future aspirations.
Customized investment strategies focused on growth and sustainability, with regular monitoring and transparent updates.
Expert planning to minimize tax liabilities and optimize financial outcomes for individuals and businesses.
Tailored advice on retirement income streams, Social Security timing, and long-term financial security.
Conflict-free, transparent services without commissions, ensuring advice is always in your best interest.
Your Trusted Partner for Holistic Financial Planning and Investment Growth
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Step By Step Financial, LLC is a premier fee-only financial planning firm in Tulsa, dedicated to helping individuals and businesses achieve their long-term financial goals. Led by Kevin Jacobs, our team takes a holistic, client-centered approach, focusing on your unique life, hobbies, and future desires—not just your money. We specialize in investment growth, tax mitigation, Social Security strategies, and retirement planning, ensuring transparent, conflict-free advice. With a 5-star rating and over a decade of trusted service, we build lasting relationships to secure your financial future, one step at a time.
Strategic planning and support for businesses to achieve financial stability and growth objectives.
Our overall experience with Step by Step Financial (SBS) over the past ten years has been extremely positive. Kevin Jacobs and his team are exceptionally skilled in all aspects of personal financial planning. A holistic approach is taken towards assessing, designing, implementing, and monitoring client portfolios to achieve their individual goals. Investment growth, tax mitigation, and Social Security benefits timing strategies were customized in a manner that ultimately resulted in us now being able to retire. Without the help of SBS we would not have been able on our own to achieve a sustainable income stream throughout the remainder of our lives. Being a client of SBS has many benefits. As a Fee-Only type of financial advisor, SBS works transparently for their clients in a manner that avoids the conflict of interests associated with receiving commissions for promoting certain products. The scheduling of appointments is seamless and the personal attention to our unique needs has been excellent. Kevin Jacobs has always been very professional, accessible, pleasant, and easy to work with. He consistently addresses all of our questions and concerns with patience and respect. In summary, we would strongly recommend Step by Step Financial to anyone seeking to find highly professional and trustworthy personal financial and tax planning services.
Kevin and his staff are amazing. I've been working with them for over 10 years and they have kept me on track to be able to retire when I planned on it. They are always willing to answer questions and really listen to what you want for your future. Can't go wrong with Step By Step Financial.
Professional all the way. I was very impressed with Kevin from the start. To begin with: the first time we arrived at his office, he wasn't jumping off a ledge to get our money to invest. He wanted to know about us, the things in life we like, our hobbies, our future desires, and what our backgrounds were. Kevin showed an interest in us, not just our money. We very much looked upon this aspect of his life as it showed his character, and that we could trust him. Kevin has a tremendous amount of knowledge when it comes to planning a person's financial future, and he will have your best interest at heart.
We have been with Kevin for years and I have always been impressed with his dedication, knowledge and honesty. He has always been on the lookout for improvements to our portfolio while taking care to keep us informed of all pertinent choices. I would recommend Step by Step to anyone without hesitation.
Kevin is one of the most brilliant and Client serving financial planners. He goes above and beyond to help his clients plan for their future. Our firm recommends Step by Step Financial to our tax and accounting clients for over 7 years now and will continue to do so. He helps businesses and individuals alike. You will not find a better financial planner who will look out for your best interest and fight to make sure that your future is exactly what you have wanted it to be an more!
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