FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Houston, Texas Holistic Wealth Management & Financial Life Planning  •  (281) 890-5800

18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

FINANCIAL LIFE PLANNING

Our business is the implementation of a holistic wealth management process designed to address clients' financial issues. Wealth accumulation, wealth distribution and protection, and wealth transfer are primary concerns facing most of our clients. We will listen to your story and, together, help you identify the strengths and weaknesses in your current financial situation. This will allow us to be able to offer solutions that are anchored in the context of your life. If you are looking for a blend of personal attention and expertise, you have come to the right place. 

We call this process "Financial Life Planning."

Contact us today so together we can begin the process of helping you achieve your goals.

Team

We have been working with many of the same clients for over 30 years! Meet our dedicated team that makes it all possible.

Meet Our Team

Services

T. Jackson & Company, P.C. specializes in holistic wealth management and professional tax services. Learn more about our services.

View All Services

Login

Current T. Jackson & Company, P.C. clients can securely login to their financial accounts with the links below:

Document Vault Login

Wealthscape Login

Download Our Latest Whitepaper

Our whitepapers are created with client needs in mind.
Please provide your contact information to download our latest whitepaper for free!

Social Security Whitepaper


Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

New Trends Redefine Travel

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

 

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

View all videos arrow