Our Commitment to Your Long-Term Confidence

A question we hear often—and one that is entirely reasonable—is:

You deserve a clear, thoughtful answer.

At Jackson Wealth Management, we have a plan in place not only for your investments and tax strategy, but also for the long-term continuity of your relationship with our firm. This page is designed to give you clarity and confidence about what that looks like.

I’m Not Slowing Down – I’m Accelerating

I (Brent Jackson) am in a season of my career where my focus is on strengthening and growing Jackson Wealth Management, not winding it down. My intent is to continue actively leading this firm for many years to come.

Over the past year we have:

• Brought on Jack Metz, our Client Service and Operations Associate, who is working toward becoming an associate advisor. Within his first week with us, Jack passed his first securities licensing exam and joined an LPL Financial cohort to complete all required licensing.
• Continued to develop Sharon, Director of Client Support, whose work and care so many of you have complimented.
• Implemented new technology for online scheduling, meeting note-taking, and advanced tax planning.

These steps are intentional. They allow us to operate more efficiently, reduce the chance that anything falls through the cracks, and free up more of my time to focus on strategy, tax planning, and meaningful conversations with you.

A Team-Based Approach, Not a “Solo Advisor” Model

My goal is not to create a single “heir apparent,” but to build a high-caliber team that shares the same values, process, and passion for this work.

Over time, your experience will increasingly reflect a team approach, including:

• Me as your primary advisor and strategist
• Support and collaboration from Sharon, Jack, and future team members
• A consistent, documented process that guides how we serve you

We continually update a written playbook for how we plan, communicate, and follow through. That playbook helps ensure that the Jackson Wealth Management experience is not dependent on any one person.

What If Something Unexpected Happens to Me?

While I have no plans to step away, it is important to have a contingency plan in place if I were to die or become disabled unexpectedly.

To address this, I participate in the LPL Assurance Plan. At a high level, this means:

• LPL Financial performs an annual valuation of my practice.
• If I were to pass away or become disabled unexpectedly, LPL is committed to finding a qualified buyer for the practice.
• My family would be guaranteed no less than 80% of that valuation, and LPL would send in a team to help ensure that operations continue during the transition.

In addition, industry data shows there is strong demand for successful practices like Jackson Wealth Management. Any potential buyer or successor would be highly motivated to retain experienced team members—especially someone like Sharon, who knows our clients and processes so well.

Over time, as I continue mentoring and developing advisors, my intent is to identify and train individuals who could be given a right of first refusal to acquire the practice. My long-term goal is that, if something happens to me, your future advisor would be someone I have personally mentored and entrusted—someone I would be comfortable managing my own family’s wealth, following the same principles and processes we’ve built over the past three decades.

Your Assets Are Always in Your Control

No matter what happens at the firm level, one thing does not change:

• Your assets remain yours, and you are always in the driver’s seat.
• If, at any point in the future, a successor advisor or firm does not align with your expectations or personality, you retain the ability to move your accounts elsewhere.

Plans have been put in place to help ensure that there is never a disruption in access to your funds or in the quality of the advice you receive—even if the unexpected occurs.

“Work Optional” – And Why I’m Still Here

Many of you have heard me talk about the goal of achieving a “work optional” lifestyle—having enough resources that work becomes a choice, not a necessity. I’m grateful to be at that point personally. Financially, I do not have to continue in this role.

I share that not to sound arrogant, but to make an important distinction:

The Japanese have a concept called Ikigai—the intersection of what you love, what you’re good at, what the world needs, and what you can be paid for. I believe I’ve found my Ikigai in the work we do together at Jackson Wealth Management.

The relationships I have with you and our other clients are a tremendous source of meaning and joy in my life. I can’t imagine walking away from that.

Tax Planning and Raising the Bar

Many of our top clients find that their largest single expense is taxes. One of the most significant ways we strive to deliver value is through proactive, integrated tax planning—not just investment management.

By investing in advanced tax-planning tools and processes, we’ve been able to:

• Identify strategies to reduce lifetime tax costs for many clients
• Better forecast withholdings and estimated payments
• Help avoid both unwelcome tax surprises and large interest-free “loans” to the government

These efforts are part of what we mean when we say we are “hitting the gas,” not slowing down.

In Summary

If we could sum up our message, it would be this:

If you have questions about our continuity and succession planning—or simply want to talk it through—we welcome that conversation. Our goal is that you feel calm, confident, and reassured about your financial future and our role in it.

If you’d like to discuss this or anything else related to your financial picture, you’re invited to schedule a brief call: