Retirement Income and

Distribution Planning

We provide an analysis of your income needs now and of your needs in the future.

We provide an analysis of your potential estate tax liabilities.

We provide continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living.

We provide recommendations regarding the most appropriate distribution strategy for your employer retirement plans & IRAs.

We provide an analysis of the beneficiaries of your IRAs.

We review your possibilities of converting to a Roth IRA.

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.