Partnerships like this can last a lifetime. Choose wisely.
San Diego-Based Planning Professionals
Grant Hinkle & Jacobs’ partners all hold law degrees and bring over a half century of combined experience to our engagements. They regularly provide continuing education to other professionals, including attorneys, CPAs, and fiduciaries. Specialization and collaboration are paramount, so Grant Hinkle & Jacobs works with top professionals in the legal, accounting, and plan administration fields to ensure ideal outcomes for our clients.
Whether you are a business owner searching for ways to perpetuate your organization, a non-profit seeking to improve your bottom line, a hospital looking to attract, reward and retain key people, or a family that is planning for the transfer of wealth to heirs and charities, Grant, Hinkle & Jacobs can help by using intuitive, straightforward, and flexible planning and funding techniques that have withstood the test of time.
“From my perspective, it is critical that a Supplemental Executive Retirement Plan (SERP) work well for both our people and the credit union itself. The program Gateway Services introduced us to that Scott Hinkle, JD, CFP and his team designed first and foremost increased our yield on a significant portion of cash and equivalents by 4% while maintaining the safety and liquidity. The plan also provides our key people with a safe, simple, and more tax efficient result. Compared to other popular programs marketed to credit unions, ours is incredibly flexible and requires 35% less capital to achieve the desired retirement benefit for each executive.”
- Doug Ferraro, CEO, Bellco Credit Union
“Being in a service-oriented industry for over 40 years, I demand integrity, honesty, and a high level of expertise from my professional advisors. The team at Grant Hinkle & Jacobs, especially David, Scott and their staff, exceeded these expectations. As the owner of a family business and in a second marriage, my situation is not straightforward. They worked directly with me, my attorney and my accountant to customize and implement an intuitive wealth transfer and life insurance plan that fit perfectly with my goals and objectives. I recommend Grant Hinkle & Jacobs to anyone who wants to work with top-notch professionals in their field who always have their clients’ best interests at heart.”
- Marc C., San Diego, CA
“For five generations, my family has invested in real estate in Southern California and throughout the southwest. Beginning in 2004, Cory Grant has helped design a succession plan and put together a portfolio of life insurance that will ensure that no one has to make an untimely sale of assets. There are members of the family with significant health issues and Cory’s ability to negotiate directly with the carriers at a high level was crucial in obtaining best pricing and keeping the insurance portfolio current. It is unique to find an advisor that thinks like an entrepreneur.”
- Terry L., Solana Beach, CA
“As the head of a division of Abbott Labs and director of a bi-national nonprofit, I have encountered a number of advisors through the years. Cory not only helped me with my estate and business succession plan, but his creative solutions for bolstering the endowment of the nonprofit using well designed life insurance were cutting edge. I asked him to be on our board and participate in my family business because it is so rare to find a combination of sophistication and creativity in an advisor.”
- Dr. Henry S., Sarasota, FL/Del Mar, CA
“I have worked with Cory Grant for close to 20 years and he has helped my family with a number of estate and wealth transfer strategies. The estate transfer techniques, even with two of our children getting divorced in the process, have worked and now the life insurance we invested in for estate liquidity can be used for family investments. As a physician, it’s great to see the blend of competence and bedside manner in an advisor.”
- Dr. Richard C., Ft Myers FL/ Moltonborough, NH
“Our family is fortunate to own and operate a network of car wash and auto care facilities throughout the northeast. Protecting our wealth for our children and grandchildren, of whom there are many, is paramount. We now have two generations of our family taking advantage of the expertise that David Jacobs and his team at Grant Hinkle & Jacobs provide. Even though the firm is headquartered on the west coast, we have found them easy to communicate and do business with. I am enjoying the peace of mind that comes with knowing that my family is protected. Thank you, Grant Hinkle & Jacobs.”
- Dick B., Tivoli, New York
“I own a specialty electric business that caters to naval and maritime clientele. My unexpended demise would devastate the value of my company and prevent my family from reaping the benefits of my decades of hard work and sacrifice. At the suggestion of both my lawyer and my business consultant, David Jacobs of Grant Hinkle & Jacobs worked with me and my team of advisors to design and place the life insurance policy that has become a critical part of my overall business succession and estate plan. We still meet regularly to gauge my policy’s performance and make necessary changes. Grant Hinkle & Jacobs is the firm to work with for life insurance.”
- Bill P., National City, CA
“As a practicing lawyer, I constantly come across professionals who claim to work in the life insurance field. But, Grant Hinkle & Jacobs truly specializes in life insurance. Since the partners have legal backgrounds, they understood how to properly design our coverage to accomplish my family’s wealth transfer planning objectives. They also brought important issues to the table that my family did not originally consider. Due to changes in family dynamics, we had to make decisions that required significant changes to our policies, and Grant Hinkle & Jacobs helped every step of the way. I strongly recommend working with this firm.”
- John H., Tiburon, CA
“I met Cory Grant back in 1998 when my parents were beginning a transition of the family business and associated real estate. He first reviewed our life insurance coverage and found less expensive, more suitable coverage with a high quality carrier and then worked with us to design an overall succession and expansion plan. His firm now works with three generations of our family.”
- Don M, Fallbrook, CA