At Jackson Wealth Management, we’re dedicated to much more than managing portfolios. Our goal is to provide a full scope of services to support every aspect of your financial life. From planning your retirement to helping you preserve your assets, we guide you toward a confident financial future by helping you uncover potential risks, navigate key decisions, and maintain a clear action plan to keep you on track.

Explore our full range of services below, many of which you may not yet be aware of.

Core Wealth Management & Investment Services

• Personalized Investment Management: As an independent fiduciary advisor, in advisory relationships, we provide customized, actively managed portfolios designed around your unique goals and risk tolerance. Leveraging research from LPL Financial and other sources, we make discretionary investment decisions on your behalf, seeking to optimize returns and navigate varying market environments.

• Tax-Efficient, Active Portfolio Strategies: We employ tax-efficient strategies and seek out sectors positioned for potential growth to potentially maximize after-tax returns.

• Goal-Based Financial Planning: We help you articulate your financial goals, identify hidden pitfalls, and develop a concise action plan to navigate obstacles and pursue financial confidence.

Estate Planning & Legacy Services

• Estate Planning Support: We consult on estate strategies such as trusts, beneficiary designations, and charitable giving, working closely with estate attorneys to ensure a comprehensive plan.

• Generational Wealth Transfers: We assist clients in creating strategies for passing wealth to future generations, helping establish legacy plans that reflect their values and intentions.

• Charitable Giving Guidance: We support clients with philanthropic goals, helping them structure charitable contributions in tax-efficient ways that align with their legacy.

Tax Planning Services

• Collaborative Tax Strategy Development: We work closely with your CPA or tax professional to identify and implement tax-saving strategies, allowing you to retain more of your hard-earned wealth.

• Net Unrealized Appreciation (NUA) Strategy for Highly Appreciated Stocks: For clients with highly appreciated stocks in 401(k) plans, we offer guidance on the NUA strategy, which can provide significant tax benefits.

Insurance & Risk Management

• Insurance Needs Assessment: We provide guidance on selecting the appropriate levels of life, disability, and long-term care insurance while identifying any unnecessary coverage.

• Health Insurance & Medicare Guidance: We help evaluate health insurance options, including Medicare, Medicare supplements, prescription drug plans, and employer-based or marketplace insurance.

• Asset Preservation Strategies: We assist with strategies designed to preserve your assets, from property insurance reviews to more sophisticated asset preservation approaches.

Retirement Planning

• Comprehensive Retirement Income Planning: We help you structure your income sources to help ensure a sustainable, tax-efficient retirement.

• Social Security Optimization: Our team evaluates Social Security benefits, guiding you to make informed decisions about when to begin collecting benefits.

• Pension Planning Support: We assist with pension planning decisions to help optimize retirement income.

• Post-Retirement Lifestyle Planning: In collaboration with elder law attorneys, we put strategies in place to safeguard against potential long-term care costs, so you can preserve your lifestyle and assets.

Business Owner Services

• Succession & Exit Planning: We support business owners in planning for the eventual sale or transition of their business, helping to ensure a smooth exit that aligns with their financial goals.

• Retirement Plans for Employees: We provide guidance on establishing retirement plans for employees, such as 401(k)s or SIMPLE IRAs, to help retain and reward valuable team members.

• Valuation & Financial Planning for Entrepreneurs: As an entrepreneur himself, our lead advisor brings unique insight into valuation strategies and financial planning tailored to business owners.

Educational Planning & Financial Literacy

• Education Funding Strategies: We help clients plan for children’s or grandchildren’s education using tools like 529 plans or Coverdell accounts.

• Financial Literacy & Coaching: We provide ongoing financial education resources and a complimentary 20-minute “Ask Anything” session to anyone important to our clients, covering financial topics, planning questions, or general financial guidance.

Client Experience & Ongoing Support

• Regular Portfolio Updates & Education: We keep clients informed with allocation updates, explanations of portfolio changes, and market insights.

• Client Appreciation Events & Educational Seminars: We host events to show our appreciation and provide educational opportunities on topics relevant to financial planning.

• Routine Check-ins & Account Reviews: We regularly connect with clients to review accounts, address questions, and keep their plans up-to-date.

Convenience & Accountability Services

• Secure Document Storage: Clients can securely store essential documents within their online accounts, including their personalized financial plan, action checklists, and other key information.

• Detailed Action Plans with Accountability: We provide a checklist of tasks and track completion, helping you stay on pace to reach your goals. Acting as an accountability partner, we help ensure important tasks don’t get delayed or overlooked.

• Coordination with Other Professionals: We work closely with attorneys, accountants, and other professionals to streamline and coordinate efforts on your behalf. We even help ensure that funding instructions from your attorney are followed completely, creating a seamless approach to your financial plan.

Jackson Wealth Management and LPL Financial do not provide specific individualized tax or legal advice or services.  We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Ready to Explore How Our Services Can Benefit You?

Whether you’re interested in creating a comprehensive financial plan, enhancing your investment strategy, or addressing specific needs like tax planning or legacy preparation, we’re here to help. Click here to ask a question or schedule a consultation to discuss how our broad range of services can support your goals.