Jacob M. Dalton

Credentials:
  • RFC®

Focus: Insurance Strategies, Business Owners, Risk Management Strategies, Group Benefits, College Funding Strategies, Military, Retirement Income Planning, Financial Education, LGBTQ, Estate Planning, Business Succession Planning, Retirement Strategies

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Unlike the new car or electronic device we purchase, life doesn’t come with an instruction manual to guide us on how to navigate our daily interactions with it. Although each individual’s life is different and complex, my experience and resources allow me to provide exceptional service to support your ever-changing goals. Regardless of your position or desires in life, I promise to deliver remarkable communication and care to your situation.

 

I hold the designation of Registerd Financial Consultant. My background consists of working with the community for over 14 years in service and relationship building. For over 10 years I have been an active member of the United States Army Reserve currently serving as a Drill Sergeant. I promise to deliver the same dedication, commitment, loyalty and integrity that is an integral part of the United States Army to you and your interactions with me. My commitment to serve goes beyond wearing a uniform in support of our Country. My desire is to help individuals and families make informed decisions and create lasting relationships that help guide future goal accomplishment.

 

I would love the opportunity to meet with you and develop a more in-depth and personal relationship to better serve you and your family.

 

 

 

Education

Southern New Hampshire University (2013-2016)

Hobbies

Running
Hiking
Fitness
Astronomy

Community Involvement

Team RWB

See Jacob’s Licenses and Disclosures

Contact Jacob

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MassMutual South Carolina

Main Office

40 Calhoun St Suite 310
Charleston, SC 29401

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CRN202008-234829