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:
Download Our Latest Whitepaper
Our whitepapers are created with client needs in mind.
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Social Security Whitepaper
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Beware of these traps that could upend your retirement.
When to start? Should I continue to work? How can I maximize my benefit?
Protect yourself against the damage that your homeowners policy doesn’t cover.
There’s a link between debt and stress.
To choose a plan, it’s important to ask yourself four key questions.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Estate conservation is too important to put off. Do you have a smart exit strategy?
When markets shift, experienced investors stick to their strategy.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know how to set up your financial goals for success? This knight does.