Results We Help You Achieve

RETAIN YOUR BEST EMPLOYEES

Our executive compensation programs provide meaningful financial incentives for key employees that will increase your company’s bottom line and its market value.
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SAFEGUARD YOUR BUSINESS

There are cost-effective ways to protect yourself, your family, and your company in the event that you or another owner dies, retirees, or becomes
disabled.
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PROTECT YOUR FAMILY

You can achieve peace of mind knowing that you can spend as much you need during  lifetime, and have remaining assets pass to your heirs with minimum taxation and maximum protection.
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Contact Us to See How We Can Help You

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Trusted by Hundreds of Clients in Over 40 States Since 1983

OUR TEAM

Our firm was founded in 1983 in Los Angeles, California, 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 executive compensation, business succession, fixed-asset alternatives, and special programs for non-profit organizations.

Our valued staff is critical to our operations and customer service. We are proud that every person in our office has been with the organization for at least ten years; some much longer.

Our Clients Include

				
		

Putting Life Insurance to Work for:

CREDIT UNIONS

Ensure your credit union meets its executive retention goals with customized non-qualified
benefit plans

NON-PROFITS

Help your organization attract, reward, and retain its key employees, improve yields, and increase charitable donations.

PRIVATELY-HELD BUSINESSES

Safeguard your family and your company with a business succession plan funded with life
insurance.

FAMILIES

Protect your assets, provide liquidity, and prevent disputes among your
heirs after you are
gone.

Contact Us for a Policy Audit & Review (PAR)

Call (800)-423-4890 Contact Us