Founded in 1992, Jackson Wealth Management is an independent, fee-only investment advisor. Founder George P. Jackson has been the CEO/CIO of the firm since its inception with the goal of delivering value to his clients and his associates. 

Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC
Advisory services offered through Jackson Wealth Management, LLC. 
Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc.
Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC.

755 Primera Boulevard, Suite 1001

Lake Mary, Florida 32746

295 Point Financial Checkup

Jackson Wealth Management offers a proprietary 295-point Financial Checkup at No Cost, No Obligation. During this meeting, one of our professional advisors will cover every aspect of 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.

What to Expect

Investment Management

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.

Retirement and Financial Independence Planning 

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. 

Estate Planning

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.

Income Tax Planning Strategies

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.

Risk Management and Insurance Planning

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.

College Funding Strategies

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.

Take Control of Your Money.

Plan for the Future.

No Cost, No Obligation

(800) 578-3181

Start at Jackson Wealth Management

Out of College

Young Professional

Work with an advisor to develop a financial road map that assures you are invested and have security in your future retirement.

Schedule your 295 Point Financial Checkup

No Cost, No Obligation.

Learn more about our complimentary 295-point Financial Checkup.

No Cost, No Obligation.