Jackson Financial Advisors provides high net worth individuals and families with asset protection and performance through effective plans that are customized to their needs and lifestyles. Although we have grown over the years, quantity of clients has never been our objective. Instead we develop effective long term relationships with select clients the old fashioned way: we sit, one on one, and work with them. Unlike large brokerages we are not driven by incentives or sales quotas. So we are beholden to no one except the one person with whom our loyalty lies – you.
For over fourteen years it has been both our privilege and our pleasure to do business in this personal manner. Yet, though we retain our approachable size, we provide all the security, including SIPC insurance, that protects the clients of larger brokerage firms.
Our core service to you is personal financial planning and our “pleasantly persistent” oversight of your plan execution. We have, as well, developed trusted relationships with world-class money managers and service firms for investments, insurance and other ancillary services. And we often work hand in hand with our clients’ attorneys and other advisors. In short, we usually become the core counselors for our clients’ financial teams.