About Us |
Welcome to JAG Mutual
HELPING YOU SECURE FINANCIAL PEACE-OF-MIND
Sometimes rogue waves break upon what we were enjoying, which was serenity with our retirement money. Many of JAG Mutual’s clients have seen the waters of financial security become a raging storm at times with their hard-earned money. Having a sturdy boat, or rather, some strong financial strategies, can help us overcome the retirement storm that so many people have faced at times.
JAG Mutual has helped so many individuals overcome some of the financial storminess by using many of the strategies we focus on. Here are just a few of the many retirement concerns and solutions we cover:
Mark Jacobsen and Gary Anderson are the founders of JAG Mutual (Jacobsen & Anderson Group). For many years, they have been assisting retirees and pre-retirees as they prepare for their financial future. Their focus is protecting wealth from market fluctuations, and the opportunity for them to share this message with others is their collective passion.
Mark and Gary are committed to helping their clients feel good about their retirement strategies and long-term income goals. Based on the primary principle of protecting their clients’ hard-earned retirement dollars from market downturns, Mark and Gary have been able to share their knowledge as financial professionals and help provide solutions in otherwise challenging times.
Mark Jacobsen and Gary Anderson are approved members of the National Ethics Association™. In today’s financial world, TRUST IS A MUST. Now, more than ever, there is an increased need to know who you can trust in the financial services industry. By choosing an approved member of the National Ethics Association™ you will gain the added assurance of knowing that you are working with a financial professional who has successfully passed the Ethics Check System™ which is a comprehensive series of background checks including: Criminal Background Check, Civil Background Check, Professional License Check, State Departments of Insurance, State Departments of Corporation, Commerce and Securities, and other Federal, State and Private Agencies.
Sometimes rogue waves break upon what we were enjoying, which was serenity with our retirement money. Many of JAG Mutual’s clients have seen the waters of financial security become a raging storm at times with their hard-earned money. Having a sturdy boat, or rather, some strong financial strategies, can help us overcome the retirement storm that so many people have faced at times.
JAG Mutual has helped so many individuals overcome some of the financial storminess by using many of the strategies we focus on. Here are just a few of the many retirement concerns and solutions we cover:
- Strategies To Enhance Retirement Safety
- Not Outliving Your Money
- Market Risk
- Ulitmate Retirement Solutions
- No Probate
- Tax Deferral
- New Secure Act/ RMD Rules
- Best Social Security Options
Mark Jacobsen and Gary Anderson are the founders of JAG Mutual (Jacobsen & Anderson Group). For many years, they have been assisting retirees and pre-retirees as they prepare for their financial future. Their focus is protecting wealth from market fluctuations, and the opportunity for them to share this message with others is their collective passion.
Mark and Gary are committed to helping their clients feel good about their retirement strategies and long-term income goals. Based on the primary principle of protecting their clients’ hard-earned retirement dollars from market downturns, Mark and Gary have been able to share their knowledge as financial professionals and help provide solutions in otherwise challenging times.
Mark Jacobsen and Gary Anderson are approved members of the National Ethics Association™. In today’s financial world, TRUST IS A MUST. Now, more than ever, there is an increased need to know who you can trust in the financial services industry. By choosing an approved member of the National Ethics Association™ you will gain the added assurance of knowing that you are working with a financial professional who has successfully passed the Ethics Check System™ which is a comprehensive series of background checks including: Criminal Background Check, Civil Background Check, Professional License Check, State Departments of Insurance, State Departments of Corporation, Commerce and Securities, and other Federal, State and Private Agencies.
Meet Our Team
Mark Jacobsen | President of JAG Mutual
Mark has been working in helping individuals with finances for many years. He studied Social Work at Weber state University and worked in helping adults with disabilities find jobs, find housing and helping them with their money. His family and living a good Christian life style has always been very important. Mark believes that honesty, integrity are more important than anything. When Mark established his own Financial Services Company many years ago, he set out with an objective to help clients eliminate as much confusion as possible in planning their financial future with a commitment to helping make things great for retirement. He has helped thousands of individuals grow their money safely and wisely without losing or paying any huge fees in the process. Mark Joined up with Gary Anderson and they created JAGMUTUAL to focus on helping people with there retirement and it has been a wonderful union. In 2001 a lady in Marks church, whose husband just passed away told me her broker had just lost 60% of her huge amount of life insurance she received from her husband, this changed everything in a bad way for this wonderful family. After talking with her I decided there had to be better options for people so they could make money without losing money and paying huge fees. Since 2001 none of my clients have ever lost any money and we have had a number of major declines in the stock market. Over the past many years so many great options have become available as you have been able to read in this book.
|
Gary Anderson | Co-Founder of JAG MutualGary Anderson has over 20 years of experience assisting individuals and families with their finances. He has vast experience not only with Fortune 500 companies but also with individuals and families. His career and experience led him to start his own financial services company with Mark Jacobsen called JAG Mutual Corporation.
|
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Qualified Plan Rollovers
Changing jobs and retiring are two transition times in our lives that can be stressful. Fortunately, we work with people every day who are in the same situation and looking to take control of an employer-sponsored plan or just need help transferring the money to another employer plan. We make a seemingly daunting task easy and are happy to help you with your qualified plan questions and needs.
Here are four things you can do with the money in your employer sponsored retirement plan:
|
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Contact Us
VISIT US
We are able to meet with you in the comfort of your home or in several of our offices located throughout Central Texas. Call today and talk with a member of our team to set an appointment to meet at a location that’s most convenient for you! |
EMAIL
markretire@gmail.com |
CALL US
(254) 855-6770 |
|