How Can I Help You
Jacob develops personalized financial plans and retirement income strategies designed to help clients bring focus to their future. Using The Income for Life Model®, he takes a disciplined, goals-based approach to transforming accumulated assets into a dependable and sustainable income stream, emphasizing income consistency, risk management, and long-term lifestyle preservation. He aims to empower individuals, young professionals, and entrepreneurs to make confident financial decisions through clear, actionable guidance, helping them align investments with their specific income needs. By integrating guaranteed income sources with diversified investments and ongoing portfolio adjustments, Jacob works to help clients safeguard their wealth and stay on track toward lasting financial independence.
What Makes Me Knowledgeable
Jacob started his career in the financial services industry in 2012 at Ameriprise Financial before moving to Northwestern Mutual and then joining Dixon Financial Group in 2017. To broaden his industry knowledge, he has earned the CERTIFIED FINANCIAL PLANNER® designation, the Chartered Financial Consultant® designation, the Series 66 and 7 licenses with LPL Financial, and Life and Health Insurance licenses. These designations better equip him to answer the increasingly complex financial planning questions that his clients face today. Throughout his career, Jacob has been recognized for his commitment to excellence, receiving the Black Diamond Award for Client Satisfaction and the Top Producer Award. He holds a B.S. in business management from Brigham Young University–Idaho with a dual emphasis in finance and supply chain management.
Getting to Know Me
Jacob is a devoted husband and father of four who values quality time with his family. Outside the office, he is an avid runner and appreciates the discipline and perseverance that long-distance running requires.
Helping You Navigate Retirement with Greater Confidence
Jacob Bierstedt is a proud member of Ed Slott’s Elite IRA Advisor Group, an organization focused on retirement and IRA planning strategies.
This affiliation reflects Jacob’s commitment to delivering specialized guidance in one of the most critical areas of financial planning, retirement income, and tax efficiency.
Through this ongoing program, Jacob benefits from:
- Continuous training on complex IRA and retirement planning rules
- Timely updates on tax law changes that can impact retirement strategies
- Access to a national network of leading retirement specialists
- Advanced case study insights for real-world client scenarios
What This Means For You
Retirement decisions are rarely one-size-fits-all. Having access to the latest information and strategies can make a meaningful difference in outcomes.
Jacob leverages this expertise to help clients:
- Navigate IRA withdrawal strategies with greater confidence
- Identify opportunities to reduce unnecessary tax exposure
- Structure retirement income more efficiently
- Plan thoughtfully for wealth transfer and beneficiaries
This membership reinforces Jacob’s dedication to staying proactive, informed, and focused on delivering meaningful value to every client relationship.
Ed Slott and his organization are not affiliated with or endorsed by Pence Financial Group or LPL Financial.
