Welcome to Jackson & Associates, Inc.

Our goal is to help individuals, families, and the organizations they’re connected
with achieve long-term financial fulfillment.

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Life Happens. Let us help you navigate the unexpected.

We specialize in helping people that are facing important and complex transitions in life (loss of a spouse, sale of a business, retirement, divorce, etc.)


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Financial Strategies for Growth and Security.

We partner with you to build a plan that aligns your resources with your values and goals.


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Simple. Clear. Transparent.

We’re an independent firm offering objective advice with a process designed to help build confidence in your financial future.



We believe that nearly all of life transitions have a financial tether, so our primary aim is to help our clients successfully navigate the expected and unexpected changes that life brings. This starts with taking the time to truly understand your values and priorities.



Who you are and what you care about is of paramount importance to the work we do together. Our process allows us to get to know you in a meaningful way.

Contact Us Today

We would love to hear from you. Use the form below or call us at (505) 944-8404.