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:
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Our whitepapers are created with client needs in mind.
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Social Security Whitepaper
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Understanding how capital gains are taxed may help you refine your investment strategies.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
It's important to understand the pros and cons when considering a prepaid debit card.
A letter of instruction provides additional and more personal information regarding your estate.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Are Real Estate Investment Trusts right for your portfolio?
Taking your Social Security benefits at the right time may help maximize your benefit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you have causes that you want to support with donations? Here are three tips.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Recent changes in estate tax laws could affect the strategy you have in place.