Our firm was founded in 1983 in Los Angeles, California, as Wealth Transfer Planning, Inc. It was established as a small, independent, three-person operation, primarily focused on meeting the estate and life insurance planning goals of successful families.
Today, Grant Hinkle & Jacobs has ten employees, locations in Solana Beach, California and Ft. Myers, Florida and clients in over 40 states. Our services have expanded over time to include business succession, executive compensation, cash alternatives, and special programs for non-profit organizations.
Please see the following timeline to learn how we’ve grown and changed over the last three decades.