Jackson Wealth Management

At Jackson Wealth Management, we empower individuals and business owners to achieve financial clarity and pursue a life filled with meaning. We partner with clients to develop a personalized roadmap, called the Chart My Course Process, guiding them towards financial independence and realizing their ideal life.

Who We Are

Our team comprises experienced financial professionals with backgrounds in wealth management, investment strategies, and retirement planning. We are dedicated to:

• Providing personalized guidance based on your unique financial situation and goals.
• Educating you on financial concepts and empowering you with knowledge.
• Developing a customized plan that aligns with your vision for the future.
• Offering ongoing support and monitoring your progress.

Our Process: Chart My Course

Our proven seven-step process helps you:

Step 1: Initial FIT Phone Meeting

We get to know you, your financial goals, and any challenges you face.

Step 2: Discovering Your "Why"

We guide you through identifying what truly matters to you and create your "Ideal Life" vision.

Step 3-5: Personalized Planning

We analyze your financial situation, explore investment options, and create a customized plan to achieve your goals.

Step 6: Implementation & Review

We put your plan into action and regularly review its effectiveness, making adjustments as needed.

Step 7: Peace of Mind

You gain clarity, confidence, and the freedom to focus on living your ideal life.

Who We Serve

We work with individuals and businesses who are:

• Approaching or in retirement.
• Building wealth and planning for the future.
• Seeking a comprehensive financial plan that aligns with their values and goals.

More Than Just Numbers

At Jackson Wealth Management, we believe financial planning is about more than just numbers. We focus on:

• Understanding your unique situation and aspirations.
• Building a strong, long-term relationship with you.
• Empowering you to take control of your financial future.

Contact us today to schedule a complimentary consultation and embark on your journey towards financial fulfillment!