Financial Strategies Built on Military Precision

Serving Veterans, Business Leaders, and Families with Integrity

Why Choose Us?

At SITREP Financial, we bring a mission-driven mindset to financial services. Founded by a seasoned veteran with extensive financial leadership, we combine discipline, integrity, and precision to help you navigate financial complexities with clarity and confidence.

What Sets Us Apart?

  • Mission-Focused Strategy – Just as every mission requires a clear plan and execution, your financial journey deserves a tailored strategy.
  • Operational Excellence – With a proven track record in critical operations and regulatory compliance, we ensure efficiency, feasibility, and transparency.
  • Fiduciary Duty – We prioritize your needs, offering personalized guidance in investments, retirement, and financial decision-making.
  • Veteran Leadership – Our military background instills honor, integrity, and responsibility, ensuring a level of commitment beyond the numbers.

Choosing SITREP Financial means securing a steadfast ally, committed to navigating every step of your financial journey with precision and loyalty.

Fee-Based Services

  • Comprehensive Financial Planning – Tailored strategies for managing finances and achieving life goals.
  • Retirement Planning – Customized income strategies, 401(k) rollovers, IRAs, pension analysis, and more.
  • Education Planning – College savings strategies, including 529 plans and UTMA/UGMA accounts.
  • Portfolio Construction & Management – Investment strategies aligned with objectives, risk tolerance, and time horizon.
  • Asset Allocation & Diversification – Balanced portfolios designed to mitigate risk and maximize returns.
  • Alternative Investments – Access to private equity, REITs, and other non-traditional investment opportunities.
  • Estate Planning Coordination – Working with legal professionals to develop estate strategies and minimize taxes.

SITREP Financial does not offer legal or tax advice. Please consult a professional regarding your specific situation.

Commission-Based Brokerage Services

  • Access to mutual funds from numerous fund companies.
  • Fixed income solutions, including government bonds, corporate bonds, and municipal securities.

Our Process: A Mission-Driven Approach to Financial Clarity

  1. Discovery & Initial Consultation – We get to know your mission, values, and financial landscape.
  2. Clarify Goals & Priorities – Define what success looks like for you — from retirement to legacy planning.
  3. Analyze & Assess – Evaluate your current financial position, opportunities, and potential risks.
  4. Design a Strategic Plan – Build a customized roadmap aligned with your objectives and risk tolerance.
  5. Implement the Plan – Put your strategy into action with precision and purpose.
  6. Monitor & Adjust – Regular check-ins to ensure your plan stays aligned with your evolving goals.
  7. Transparent Communication – You’re never in the dark — we keep you informed and empowered throughout.

About Us

Jacob Hurley

Owner
Phone: 813-474-9885
Email: jacob.hurley@sitrepfinancial.com

Jacob Hurley Born and raised in Baton Rouge, Louisiana, Jacob built a career rooted in service and leadership. He spent 20 years in the U.S. military, first as an F/A-18 aircraft mechanic in the Marine Corps before transitioning to the Army to work on Blackhawks, Chinooks, Apaches, and Kiowas. His final decade was spent in Civil Affairs under special operations, honing his expertise in strategy and global operations. After retiring in 2020, Jacob shifted his focus to financial services, bringing the same discipline, adaptability, and mission-oriented mindset that defined his military career. He earned an MBA from Louisiana State University in 2018 and joined Independent Financial Partners (IFP) as a project manager. Through a commitment to operational excellence, he quickly obtained his Series 7, 24, and 66 licenses and rose to Director of Operations, where he oversaw six key departments, ensuring efficiency, compliance, and advisor support.

In 2025, Jacob founded SITREP Financial, dedicated to guiding individuals and businesses through financial complexities with clarity and confidence. With a focus on integrity, strategic planning, and client-first service, SITREP Financial helps clients navigate investments, retirement planning, and financial decision-making with the same precision and dedication that Jacob brought to his military and leadership roles.

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Our Partner

As a client of SITREP Financial, you benefit from our partnership with Independent Financial Partners (IFP). IFP provides us with a wide range of services, including in-house compliance, marketing, technology, and business operations solutions. This allows us to offer you personalized options for serving your individual needs and gives us access to IFP's nationwide network of financial, legal, and insurance experts.

Independent Financial Partners is a broker-dealer and registered investment advisor. Their independent platform empowers firms like ours to deliver better client experiences through freedom of choice and constantly evolving tools. At SITREP Financial, we strive to provide you with the best possible financial planning solutions, supported by IFP's expertise and resources.

Get in Touch with SITREP Financial

Ready to take control of your financial future? Fill out the form below, and we’ll connect with you to discuss your goals and create a strategy tailored to your needs.