ABOUT JACOB
Jacob Lively is a retirement income educator and the owner of Bridge Builders Financial. He specializes in helping individuals and couples nearing retirement understand their Social Security options, protect their income, and make confident, well-informed decisions for the years ahead.
With a background as both an attorney and former C-suite executive, Jacob brings a rare combination of analytical insight and real-world leadership experience to retirement planning. He is known for breaking down complex rules—particularly around Social Security, taxes, and retirement income—into clear, practical guidance people can actually understand.
Jacob serves as a selected instructor for The Council of Financial Educators (COFE), an IRS-approved 501(c)(3) nonprofit organization. Through COFE, he teaches educational classes focused on helping people avoid common and costly mistakes when claiming Social Security and coordinating retirement income.
What sets Jacob apart is his commitment to education before action. He believes people deserve clarity—not pressure—when making decisions that affect their financial security, their spouse, and their legacy. His goal is to help clients move forward with confidence, peace of mind, and a plan they truly understand.
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Bridge Builders and its representatives do not provide legal or tax advice. We encourage you to consult with a qualified tax advisor or attorney for guidance specific to your situation.
While Bridge Builders can offer general information, we do not provide specific tax or Social Security advice. Consumers should seek assistance from their tax advisor or the Social Security Administration for advice tailored to their individual circumstances.
Our team can help identify potential gaps in retirement income and may introduce insurance products, such as fixed annuities, as potential solutions.
Bridge Builders is not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
** Additional Medicare information can be found at www.medicare.gov.