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

A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years’ Worth of Days

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.

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Helpful Content

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Social Security: The Elephant in the Room

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Safeguard Your Digital Estate

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Test Your Life Insurance Knowledge

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Prevent a Rift: Money Tips for Newlyweds

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Insuring Your Business Against Cyber Liability

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Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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This calculator can help you estimate how much you should be saving for college.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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

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Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Surprise! You’ve Got Money!

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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When do you need a will? The answer is easy: Right Now.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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