George Jackson CEO of Jackson Wealth Management was recognized as one of the top “stand out” wealth advisors in the country by Forbes. This year’s Best-In-State Wealth Advisors list spotlights top-performing advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states. He wants to see how he can help you.
Jackson Wealth Management offers a proprietary 295-point Financial Checkup at No Cost, and No Obligation. During this meeting, George will take in depth look your financial health. We take the time to fully understand every condition of your current financial standing. Once we build a relationship and fully understand your objectives, we will check 295 points of your wealth development and offer solutions aimed at helping you reach your goals.
SCHEDULE MY FINANCIAL CHECKUP DO I QUALIFY?
One of the largest areas of your financial health is your investments. During the 295 Point Financial Checkup we communicate in simple language of how to transfer accounts in the easiest way. As well, we thoroughly gauge your risk tolerance and offer a portfolio proposal that best fits your investment profile. Before we take any further steps, we will take the time to explain our investment philosophy and model portfolios.
Reducing your tax obligation will be at the heart of every solution we provide. In order to preserve and grow your wealth, it is imperative you are paying as little in taxes as legally possible. We will offer various solutions that will help reduce the tax you will have to pay on future income. Additionally, our goal is to provide the means to set up the most tax-efficient accounts types.
Planning for college is an ever-growing financial obligation. We offer tax-efficient solutions that maximize and preserve your wealth to help send your loved ones off to college comfortably. Additionally, we review the methods of funding that are available to you, considering every possible route that will provide you with peace of mind when looking towards the future.
We review your insurance plans to make sure you are fully covered and are not paying for any unnecessary coverage. As well, we consider your tolerance for risk to build an investment plan that best fits your profile. Additionally we work with you to build a budget that will be able to provide adequate capital if need and help you to achieve your goals.
We offer a range of solutions with the goal that your loved ones will not face a financial or legal headache. We review your current accounts and provide the resources to set up trusts. We cover your Will and various scenarios ensuring you are prepared and up-to-date with the latest legal environment. Additionally, we work with you to look over the legal title of your assets so your estate and wealth is clearly and properly titled.
Planning for college is an ever-growing financial obligation. Our goal is to offer tax-efficient solutions that maximize and preserve your wealth to help send your loved ones off to college comfortably. Additionally, we review the methods of funding that are available to you, considering every possible route.
No Cost, No Obligation(800) 578-3181
SCHEDULE YOUR FINANCIAL CHECKUP
If you have any questions or would like to discuss whether Jackson Wealth Management is right for you, we’d love to hear from you. Call or send us an email to schedule a no-obligation initial conversation.
755 Primera Blvd, Suite
(407) 585-0235(800) 578-3181
(407) 585-0237
