FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

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.

View All Services

Login

Current T. Jackson & Company, P.C. clients can securely login to their financial accounts with the links below:

Document Vault Login

Wealthscape Login

Download Our Latest Whitepaper

Our whitepapers are created with client needs in mind.
Please provide your contact information to download our latest whitepaper for free!

Social Security Whitepaper


Helpful Content

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

View all presentations arrow

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

View all videos arrow