Financial Advisors Helping YouFind Your Freedom

Financial freedom goes beyond dollars and balances. It starts with clarity, understanding what matters most and directing your resources with purpose. At Jackson Wealth Management LLC, we work with clients in Lake Mary, Florida and beyond to define those priorities and build thoughtful financial strategies designed to support the life you want to lead.

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Mission

At Jackson Wealth Management, we believe true wealth management goes beyond individual services. Our high-net-worth clients benefit from a coordinated approach that brings together financial planning, investment management, tax strategy, and estate planning—all aligned to support what matters most to them.

How Can We Help?

At Jackson Wealth Management LLC, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.

SET MY FAMILY UP FOR SUCCESS

I’m a young professional looking to expand my family, eliminate debt and help grow my wealth.

ACCUMULATE WEALTH AND PURSUE GOALS

I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.

PREPARE FOR RETIREMENT AND BEYOND

Retirement is approaching, and I want to make sure my family has the income we’ll need.

MAKE THE MOST OF RETIREMENT

I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).

We Are Your

Coach

We’re not just financial advisors. We’re here to coach you through the most important parts of your life so nothing keeps you from your goals.

Accountability Partner

One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life, regardless of changes, victories or challenges.

Advocate

We don’t just create a roadmap – we help you get there. We identify and communicate what should take priority and guide you each step of the way.

Coach

Accountability Partner

Advocate

Services

What We Do

The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Investment Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

Retirement Planning

We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.

Tax Planning

Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

Estate Planning

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

Private Client

Highly complex needs can require sophisticated solutions. Private Client members get the one-on-one support they need.

Retirement Readiness Quiz

Do you feel ready for retirement? Our quiz will give you a better idea of where you stand and how it relates to your goals.

Does your retirement plan stack up? Let’s find out.

Question 1 of 6

How old are you?

This number determines how much time you have to prepare for retirement.

Question 2 of 6

What is your current or most recent annual income?

Use your gross annual income before taxes and other deductions. This number helps gauge your ability to save.

Question 3 of 6

What are your total retirement savings so far?

This number should include 401(k)s, IRAs, etc., plus any employer contributions to help determine your retirement readiness as of today.

Question 4 of 6

How much do you save each month for retirement?

This number helps determine whether you’re on track to have enough money saved by retirement age. Be sure to include contributions going to your workplace savings account [e.g., 401(k), 403(b)] or IRA or another savings account. Don’t forget to include your employer’s contributions. Use your best guess if you don’t know the exact amount.

Question 5 of 6

How will your expenses change when you retire?

Keep in mind, your standard of living will likely change when you retire. Will your mortgage be paid off? Will you save money on your daily commute? Will you spend more on travel or entertainment?