We specialize in providing clients with wealth building strategies, investment consulting, retirement and legacy planning. We work extensively with experienced Professionals and Business Owners whose busy lives and complex financial situations require expert advice. We look to collaborate with our clients' other advisors (CPA, Attorneys, Insurance Agents) so there is a shared approach in giving the client a superior integrated Wealth Plan.
Jackson Financial Advisors strives to be the trusted long term wealth management advisor of choice for individuals and families with complex financial needs.
Jackson Financial Advisors strives to be the trusted long term wealth management advisor of choice for individuals and families with complex financial needs.
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Growing up, my family had their own business as residential real estate brokers in Orange County, and my extended family were investor operators in the oil and gas industry. Watching the difficulties they faced in managing the industry cycles influenced me to become a financial advisor. I wanted to help families plan to manage their wealth for the best outcomes.
We work with people that are committed to producing a future that is greater than the already good life they are living. Through our customized Total Client Profile process, we focus on the four most impactful wealth categories: Wealth Enhancement, Wealth Protection, Wealth Transfer, and Charitable Giving.
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