Contact
Let's start with a conversation —
no pressure, always honest.
The first meeting with Semper Financial Planners costs nothing and commits you to nothing.
It’s a conversation — about where you are, where you want to go, and whether we’re the right fit to get you there. That’s it.
“Every client relationship we have started with one honest conversation. We didn’t pitch. We didn’t sell. We listened, asked questions, and told the truth about whether we could help. That’s always how it starts.”
Schedule Online
Pick a time that works for you
Choose a time directly on Jacob’s calendar. All first conversations are 30 minutes — by phone, video, or in person at our San Antonio office. Always free. Always no obligation.
Prefer to reach out first?
Fill out the form below and Jacob will personally respond within one business day. There’s no automated response, no sales team — just Jacob.
Three Service Tiers — One Standard of Care.
01
We listen first
The first 15 minutes are about you — where you are, what’s keeping you up at night, and what you’re trying to accomplish. We don’t start with a pitch. We start with questions.
02
We tell you the truth
If we think we’re a great fit, we’ll say so and explain why. If we think someone else would serve you better, we’ll tell you that too. Honesty is not optional at Semper Financial — it’s always the standard
03
No pressure, ever
There is no close at the end of the call. No follow-up sales sequence. You’ll leave the conversation with a clear sense of whether this is the right relationship — and the decision is entirely yours.
04
If it’s a fit, here’s what’s next
We’ll schedule a discovery meeting, gather your financial picture, and walk you through what the onboarding process looks like. From there, we move at your pace — not ours.
Office & Location
Semper Financial Planners
Energy Plaza — near San Antonio Airport
8620 N New Braunfels Ave, Suite 610
San Antonio, Texas 78217
Office hours: Monday–Friday, 9:00 AM–5:00 PM CST *Appointments Only
Evening and weekend appointments available by request for existing clients.
Serving San Antonio, New Braunfels, Texas Hill Country, and clients nationwide.
Before You Reach Out
“You don’t need to have everything figured out before you call. Most of the families we work with came to us with questions, not answers. That’s exactly the right starting point. We’ll figure out the rest together — always at your pace, always on your terms.”
— Jacob Yaklin, CFP® · Founder & CEO