With the chaotic pace of modern life, staying focused on your financial future can be a challenge. But you don't have to walk that path alone. For more than 25 years, the Jackson/Roskelley Wealth Advisors team has helped clients discover clarity amid complexity, guiding people in the pursuit of their dreams and goals.
Our experienced professionals can do the same for you, designing tailored financial plans that balance investment, insurance, estate and tax planning decisions. Welcome to our comprehensive practice - one guided by integrity, insight and independence. We go beyond the balance sheet to provide insight on tax-efficient investing, estate planning and risk management as part of your plan.
Our experienced professionals can do the same for you, designing tailored financial plans that balance investment, insurance, estate and tax planning decisions. Welcome to our comprehensive practice - one guided by integrity, insight and independence. We go beyond the balance sheet to provide insight on tax-efficient investing, estate planning and risk management as part of your plan.
Services
Your life is multidimensional, and your plan should reflect that. As your center point of financial guidance, we can help plan using an array of services, from investments to insurance, estate and tax strategies, to help you pursue your goals. Working hand in hand with your other professional advisors, we can help you prepare for all that life has to offer.
In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account.
As part of our client experience, we strive for service that is proactively explained and anticipated - so you always know what to expect from our team. Through the years, we've developed a financial planning process that is client-centric and based on the fundamentals of our investing philosophy - knowing your long-term goals, thoroughly planning for them, and executing the plan.
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
We understand that there should be no compromise when it comes to your financial future. That's why we work diligently to serve as the ultimate steward for your wealth, simplifying life's complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you'll ever need.
Reviews (2)
Doug Reiner
Jan 13, 2020
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Deanna Dunkelbarger
Feb 01, 2018
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We came to this company after the market crash and Jared totally turned our financial life around. Jared met with us personally and showed us so much more that we would never have known about. Jared set up a plan to follow and we have followed it strictly. From real estate to stocks & bonds, all of our insurance policies to savings. Jared and this company has made it possible to retire and still have our lifestyle!
We are so happy that we came to know Jared and got his council !
We recommend this company highly and can’t say enough good things about them!
Thank you Jared and your team !
We are so happy that we came to know Jared and got his council !
We recommend this company highly and can’t say enough good things about them!
Thank you Jared and your team !
