Financial Planning, Investment Advice, 401(k) Plans for Small Businesses

Jackson Financial Advisors, Inc. is an independent financial planning firm that takes a thoughtful, consultative approach to planning one’s finances. We specialize in creating comprehensive financial plans that help our clients become more confident in their financial future.

You do not have to be super wealthy to do business with Jackson Financial Advisors. The firm's clients are upper middle-income individuals, families, small business owners in the Greater Boston/MetroWest regions of Massachusetts.

Jackson Financial Advisors provides high quality, custom planning services without the higher overhead often associated with some large, brand name firms. At the same time, we use many of the same state-of-the-art resources employed by these same firms. 
 

Lyman H. Jackson, CFP®, MBA, is the firm's founder and president. Mr. Jackson has spent nearly his entire career as an advocate for shareholders and individual investors. Combined with the firm's fiduciary role as a Registered Investment Advisor, clients can benefit from this unique perspective which requires clients' interests be placed first.

Workplace                    Personal

Contact us for a consultation regarding our Workplace Retirement Plans, Personal Financial Planning, or Investment Advice:

Call 617-630-4978 or click here to send us an email

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lease Payment

How much would your monthly lease payment be?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

More Newsletters →

March 10, 2010 @ 03:38 AM

Dow Jones Industrials 10,564.38+ 11.86
Nasdaq Composite 2,340.68+ 8.47
S&P 500 1,140.44+ 1.94
10 Year Treasury Note 3.70+ 0.02

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© eSignal. A division of
Interactive Data Corporation. (NYSE:IDC)
All rights reserved.