When we develop a financial plan, including an investment plan, we dig deep to understand the client's individual needs, wants, goals and timetables. We truly listen to our clients, ensuring that the client feels understood. We demonstrate that WE CARE. Other financial advisors may have an agenda of selling products and do not sincerely listen to their clients.
George Jackson has been listed as one of the best wealth advisors across the country by Forbes in both 2018 and 2019. Our straight-forward approach of building long term relationships with our clients founded on trust allows Jackson Wealth Management to aim for providing the best service available.
George Jackson has been listed as one of the best wealth advisors across the country by Forbes in both 2018 and 2019. Our straight-forward approach of building long term relationships with our clients founded on trust allows Jackson Wealth Management to aim for providing the best service available.
Services
Our use of a combination of fundamental and technical analysis makes us unique. This analytical approach is supported by a long list of sound academic research studies and white papers that find value stocks outperform growth and those with higher positive momentum outperform those with a lower relative strength.
Our model portfolio investment strategies strive to provide you with the same experience as every other account no matter the size or the tenure of your portfolio with us, all while giving you the individual treatment you deserve. You receive the same price and execution on changes to the model portfolios as every other client.
Access any one of the academic papers below that supports our value and momentum investment strategy. Momentum Investment Strategies of Mutual Funds, Performance Persistence, and Survivorship Bias. Momentum Investment Strategies, Portfolio Performance, and Herding: A Study of Mutual Fund Behavior. The Unique Risks of Portfolio Leverage: Why Modern Portfolio Theory Fails and How to Fix It.
You will have frequent meetings with your advisor to review and evaluate your investment performance, update your financial objectives, and - if necessary - reallocate your portfolio. We provide complimentary recommendations regarding allocations within your employer-sponsored retirement plans, such as a 401(k).
We offer you a complimentary analysis of your current estate plan and concerns, as well as a complimentary settlement of estates. You will receive guidance with the appropriate and necessary steps in the event of the death of a loved one. We offer a review of your beneficiary designations and asset titling, as well as a review of your long-term care needs.
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