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At a glance
- Discipline
- Financial Planner
- Designations
- CFP®
- Firm
- Willow Creek Wealth Management, Inc.
- Located
- Sebastopol
Jacob Weber
Financial Planner
Willow Creek Wealth Management, Inc. — Sebastopol
Practice
As a financial planner, estate planning and succession planning is a core aspect of my work. I commonly review estate documents to ensure that the client’s wishes align with their financial and retirement goals. I often recommend our clients change, implement or update their estate documents to meet their needs as circumstances change.
Areas of work
- Analyzing existing life insurance coverage for continuing relevance to the estate plan
- Charitable gift planning
- Developing strategies to minimize potential estate and gift taxes
- Developing plans to conserve assets during lifetime and at death
- Proposing life insurance solutions consistent with estate plans
- Retirement distribution planning
- Succession planning
- Preparing comprehensive financial plans
At the council
Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.