Tax Reduction Planning

We offer a comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies.

You have access to a quarterly review of your tax situation and planning to incorporate any new tax law changes.

You receive consultation with your tax preparer at no extra cost to you.

We will provide you with recommendations of tax solutions including tax-advantaged investments.

We assist you with staying up-to-date on and presenting new tax laws that can affect your situation.

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.