The Case for Using One Advisor for All Your Financial Needs

By George P. Jackson, MBA, CPA, CFA, CFP®, CMT, CLU, ChFC

Managing investments, taxes, and estate plans separately can waste time and money. Here is how one coordinated team can make your financial life simpler and more effective.

Most families work with several professionals. A tax preparer handles the return each spring, an attorney drafts the estate documents, and an investment advisor manages the portfolio. Each of them may be skilled, but very often they operate in their own lanes. When they do not collaborate, important decisions can slip through the cracks, and the burden of coordinating everything falls back on you.

Working with one unified advisory team eliminates this friction. It creates a single relationship where someone understands your entire financial situation and can help bring the pieces together.

A Complete View of Your Finances

When you have one financial advisor managing every part of your plan, nothing is siloed. Your investment strategy is built with a clear understanding of your tax situation and estate intentions. Your estate plan is designed with knowledge of your assets, family structure, and retirement goals. Your tax projection reflects what is happening in your investment accounts and your broader financial life.

This integrated view reduces surprises and helps you make decisions with confidence.

Better Coordination Means Fewer Mistakes

When multiple professionals manage different aspects of your finances, each relies on partial information. This increases the risk of missed opportunities and conflicting strategies.

Examples include:

• Tax surprises caused by investment decisions your tax preparer never saw
• Estate strategies that do not account for how your investments are titled
• Missed Roth conversion opportunities because no one person sees the full picture
• Inefficient distributions or RMD errors because information did not flow between advisors

A single advisory team prevents these problems by monitoring everything holistically.

Time Savings and Less Stress

Coordinating between several professionals is time-consuming. You share documents with multiple people, answer the same questions repeatedly, and translate advice from one expert to another. You also become the project manager for your own financial life.

With one financial advisor, the communication burden shifts away from you. Documents are shared internally, questions are addressed once, and your advisor handles the coordination behind the scenes.

Integrated Strategies That Work Together

A single team can design a plan where every component supports the others. For example:

• Investment decisions are made with taxes and estate goals already in mind.
• Tax planning incorporates current and future portfolio moves.
• Estate strategies reflect your real asset mix and long-term needs.
• Retirement income plans account for tax brackets, Medicare premiums, and investment risk together.

This level of coordination simply does not happen when each service is delivered by a separate provider.

Consistency Through Every Life Stage

As your life evolves, your financial needs shift. You may sell a property, receive an inheritance, retire, launch a business, or support a family member. When you work with one financial advisor who has been with you through each chapter, transitions are often smoother and more informed.

They already know your goals, values, risk tolerance, and family dynamics. This continuity makes planning more personal and more effective.

A Relationship Built on Trust

The deeper the relationship, the better the advice. When you rely on one advisory team, you gain a partner who understands every aspect of your financial life and is fully accountable for the decisions being made.

There is no finger pointing and no confusion about who manages what; you have one trusted contact who is responsible for the whole picture.

A Simpler Way to Manage it All

Managing investments, taxes, retirement planning, and estate strategies separately can create unnecessary complexity and risk. A coordinated financial advisor who handles everything under one roof can save you time, reduce stress, prevent costly errors, and provide a more thoughtful, integrated plan.

If simplifying your financial life is a priority, having one team guide every part of your plan may be one of the most valuable decisions you make.

Are you ready to take control of your financial future? Schedule a consultation today with Jackson Wealth Management by calling (407) 585-0235, emailing gj@jacksonwm.com, or booking online.

Frequently Asked Questions About Using One Advisor 

1. What are the benefits of having one financial advisor handle everything?

Partnering with one financial advisor gives you a single point of contact who understands your full financial picture. This means your investments, tax projections, retirement income, and estate strategies are built to work together, reducing errors, uncovering more opportunities, and creating far less stress for you.

2. Can one financial advisor really manage taxes and estate planning too?

A well-supported financial advisor can coordinate tax planning and estate intentions by working closely with in-house or partnered specialists and overseeing how the pieces connect. With Jackson Wealth Management and their team handling the collaboration, you are not left to juggle between professionals or relay information yourself.

3. How do I know if my financial advisor is the right fit for all my financial needs?

If your financial advisor takes time to understand your goals, family dynamics, accounts, tax brackets, and long-term plans—and proactively coordinates decisions instead of reacting to them later—you are likely getting more comprehensive guidance. A good fit should leave you feeling informed, confident, and relieved that someone has the whole picture.

About George

George P. Jackson is the CEO and CIO of Jackson Wealth Management, LLC, based in Lake Mary, Florida. With over 33 years of experience in the financial services industry, George is passionate about making a meaningful difference in his clients’ lives through comprehensive, integrated wealth management. He specializes in helping clients make confident financial decisions by serving as their trusted “one-stop shop” for anything money related, from investments and retirement planning to taxes and estate strategies.

George obtained his Bachelor of Business Administration as well as his Master of Business Administration (with an emphasis in quantitative analysis) from University of Cincinnati. His designations include Certified Public Accountant (CPA), Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER®, Chartered Market Technician®, Chartered Life Underwriter®, and Chartered Financial Consultant®. Outside the office, he enjoys tennis, flying airplanes, traveling, spending time with his adult children, Christina and Matthew, and anything to do with the ocean. To learn more about George, connect with him on LinkedIn.