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.

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...

November 20, 2018

Since it’s impossible to know exactly how many years you will need to support yourself, planning for retirement is quite a daunting and varied task as it’s difficult to plan exactly how much you’ll need. Setting out a general idea of what expenses you will likely have can help you set realistic goals to help you achieve a comfortable retirement. Here are some considerations to take when trying to...

June 11, 2018

Retirement can be one of the most exciting times in a person’s life providing you’re well prepared for it. With the freedom that comes with no longer having to work can also come the stress of no longer having a steady income. With early planning and awareness about the following retirement myths you can ensure that your golden years are your best years:

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