At Jackson Financial Advisors, we are singularly dedicated towards, and take great pride in our role as trusted financial advisor to individuals, families and small businesses.  We provide our clients  with a broad array of financial services including cash flow management, retirement planning, education planning, investment management, risk management, and tax and estate planning. We focus on building close relationships with the clients we serve, providing them highly personalized and expert financial guidance.


Because the needs and the complexity of an individual's finances varies significantly depending on  age, net worth, marital status, and other factors, our approach to providing our clients with financial planning services varies as well.  The scalability inherent in our service offerings allows us to enjoy long-lasting relationships with a diverse range of clients.


For clients with moderately complex financial needs, we provide holistic financial planning and advisory services which provides both high-quality service and a streamlined experience for the client.  For clients whose financial needs are more complex, we utilize a team-based approach, acting as the centerpiece of a team of highly qualified experts including CPAs, attorneys, and other professionals.  This team based approach provides clients with highly sophisticated financial strategies focused on minimizing taxes and providing for effective estate planning.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Taxable Equivalent Yield

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

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