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

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Life in a Box

Your Wealth in One Place.

December 5, 2018

When leaving a job there are so many important considerations that thinking about what’s happening to your retirement fund is probably pretty low on the list. However, it’s imperative that you sit down and consider your options for what to do with your 401k. There are four options available to you: Cashing out your fund, leaving your plan where it is, moving to your new employer’s plan, or rolling...

November 28, 2018

If you have a job that offers you a 401k then, providing you’re using it correctly, you would be on a very good path to having exactly what you need when you retire. There are, however, a few serious mistakes that you need to ensure you are avoiding in order to properly maintain your retirement nest egg. Here are some of the most obvious ones that many people make:

Not Saving Enough or Starting Ear...

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