Family Wealth Planning

We offer you a complimentary analysis of your current estate plan and concerns, as well as a complimentary settlement of estates.

We provide you assistance in transferring assets to your Living Trust or other trusts.

You will receive guidance with the appropriate and necessary steps in the event of the death of a loved one.

We offer a review of your beneficiary designations and asset titling, as well as a review of your long-term care needs.

We work with your financial professionals with the goal to minimize your administrative costs and the tax obligation associated with inheritance of assets, maximizing the impact of your estate and legacy.

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

Learn more about our complimentary 295-point Financial Checkup.

No Cost, No Obligation.