Why Work with a Financial Planner—And Why Choose JG&A?
Partnering with Jacob Gold & Associates means having a dedicated team of experienced professionals who bring clarity, structure, and strategy to your financial life. We offer an objective perspective on your current financial situation and help you identify the key steps needed to achieve—and sustain—financial independence. Whether you're planning for retirement, managing your investments, or building a legacy, we’re here to simplify the complex and guide you with confidence. With JG&A, you gain more than just a financial planner—you gain a long-term partner focused on your success, every step of the way.
Who We Work With
At Jacob Gold & Associates, we’re proud to serve a diverse community of over 400 families with a wide range of backgrounds, life stages, and financial goals. While every client is unique, we specialize in working with:
Families – We help map out clear, actionable steps to stay on track for a secure and fulfilling retirement.
Business Owners & Executives – From succession planning to tax strategies, we provide guidance tailored to the complex financial needs of leaders and entrepreneurs.
Professional & College Athletes – We understand the unique financial needs of professional and college athletes, and we’re here to help you make the most of your earning years.
How Are Fees Calculated?
At JG&A, our success is built on the quality of our advice and the value we deliver on an ongoing basis. Because wealth management goes beyond just investment management, our fees vary based on the services provided. In most cases, clients pay an advisory fee based on the assets we actively manage.
Do You Work with Our Accountant and Attorney?
Absolutely. In fact, we highly recommend a collaborative approach. By working directly with your accountant, attorney, and other trusted professionals, we’re able to provide you with truly comprehensive, coordinated financial advice that considers every aspect of your planning. Looking ahead, starting in 2026, we’ll offer even more integrated support with an in-house accountant available for tax preparation, as well as a local legal partner to assist with wills, trusts, and estate planning needs. Our goal is to make sure every piece of your financial life works together under one roof.
How Often Will I Meet with My Advisor?
Clients have 24/7 access to their financial information through our secure software platforms, allowing you to track your goals and monitor account values anytime, anywhere. We typically meet with clients at least once a year, and those meetings can be held in person, over Zoom, or by phone—whichever is most convenient for you. Of course, you’re always welcome to reach out to our team via phone or email whenever questions arise, concerns come up, or financial transactions need to be made. We’re here to help and always happy to support you.
How Do I Get Started?
If you’re ready to take the first step, simply give us a call at 480-998-4653 and ask for Ida Chaidez. Ida will help you schedule a 20 minute phone call with Jacob to better understand your current situation, goals, and priorities. She’ll also send you a link to our Start Your Discovery questionnaire, which gives us a helpful snapshot of your financial picture and helps us tailor the conversation to your needs. We look forward to connecting with you!