At unLocked Financial, we’re not just another firm—we’re your partner in securing your financial future. As an independent life insurance and annuity planning firm, we give you the tools to protect what matters, grow your wealth, and create a strategy that works for you.
I’m Jacob, the founder of unLocked Financial, and my mission is simple: help people build, protect, and grow their wealth with life insurance and annuity strategies that actually work.
Here’s the problem about the most people don’t have a real plan for their financial future. They either don’t know about their options, think life insurance is “too expensive,” or wait too long to secure their retirement income. That’s where I come in.
The result? Peace of mind, financial security, and a future you can count on.
Through effective communication, we believe anything is possible. By being clear we are able to help you choose the option that makes sense for you and your family.
With everything we do, transparency is always at the top of our mind ensuring each and every person understands how their financial future is changing for the better
We love people. We’re in the business of helping people. By succeeding through strong relationships, we help families unLock their financial future.
We work hard for you to give you the clarity, proper care & support you need to unLock your financial future, and live a tax free life.
