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."
We have been working with many of the same clients for over 30 years! Meet our dedicated team that makes it all possible.
T. Jackson & Company, P.C. specializes in holistic wealth management and professional tax services. Learn more about our services.
Current T. Jackson & Company, P.C. clients can securely login to their financial accounts with the links below:
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
There’s a link between debt and stress.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
When you’re married and have children, insurance needs will be different.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
With alternative investments, it’s critical to sort through the complexity.
What is your plan for health care during retirement?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here is a quick history of the Federal Reserve and an overview of what it does.