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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Social Security Whitepaper
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What’s the deal with your yearly free credit report?
Marriage changes everything, including your insurance needs.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This worksheet can help you estimate the costs of a four-year college program.
A four-step framework for building a personal legacy.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: Right Now.
There are hundreds of ETFs available. Should you invest in them?
Making the most of surprises is a great reason to work with us.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.