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Our Process

Jackson Wealth Management is committed to establishing a relationship with you. Our approach is not a sales process but a partnership. We believe that trust is earned and is essential to our partnership with you. We leverage an extensive consultative process that focuses on understanding and working toward meeting your needs.

This goal-oriented process follows a comprehensive four-step approach.

Step 1: Discover Your Goals and Objectives

Our goal is working to determine your customized financial strategy, we function as a team to get winning results.

  • Investment goals
  • Time horizon
  • Income needs
  • Tax considerations
  • Retirement dreams
  • Charitable giving
  • Risk tolerance
  • Performance expectations
  • Liquidity requirements
  • Current investments
  • Creating a legacy

Step 2: Recommend Your Investment Strategy

Accessing the expertise of experienced research strategists, we identify the most appropriate investment strategies.

  • Asset-allocation models
  • Correlation between asset classes
  • Investment types
  • Risk/reward characteristics of asset classes
  • Diversification
  • Investment platforms
  • Investment managers

*No strategy or diversification assures a profit or protects against loss.

Step 3: Implement Your Portfolio

Seeking to address your specific needs, we build a portfolio of investment vehicles.

  • Set realistic expectations
  • Transition existing securities
  • Determine type of ownership and beneficiaries
  • Discuss source of funds
  • Complete and sign all paperwork

Step 4: Review and Manage Your Portfolio

Partnering with you once your investments are in place, we begin the process of managing and reviewing your portfolio.

  • Regular meetings and discussions
  • Active, ongoing portfolio reviews
  • Periodic re-examination of your investment strategy
  • Consolidated quarterly performance reports