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Call outs:

Partnering with you through major life transitions.
Financial strategies for growth and security
Simple. Clear. Transparent.

Bios:

Richard-
Richard graduated from Texas Tech University with a BBA in Finance and then spent more than 15 years in sales and sales management in the Biotech industry.  He returned to Albuquerque in 2009. In 2011 he took the helm at Jackson & Associates, Inc. becoming successor to his father, Bob Jackson, who was a Chartered Financial Consultant in Albuquerque for over three decades.  Richard is a Certified Financial Planner™ and holds FINRA Series 7, 65 & 63 securities registrations. As a third generation Albuquerque native, he loves many of the outdoor activities that our beautiful state offers – running, skiing, mountain biking, camping and fishing among others.  He married his college sweetheart, Rebecca, over 20 years ago, and they are blessed with three children.

Sarah-

Michele-

Company History:

Option 1:
Jackson & Associates, Inc. was established in 1981 by Robert C. Jackson III, CLU, ChFC. He built a practice focused on helping business owners and families plan for their financial future. Richard is carrying on a strong legacy built on integrity and trust. As an independent financial planning firm, your best interest is our top priority. With a growing specialization in partnering with people that are preparing for or in the midst of major life change, we continue to serve a broad base of clients in three key areas: Retirement Strategies, Financial Planning, and Wealth Management.

Services:

Client Services piece

Process:

Whether your needs are comprehensive or focused on a specific need or element of financial planning, we utilize a 5-step process:

Explore:
Understanding you – your goals, needs and values, and determining whether or not there’s a good fit with our practice.

Engage:
In-depth discovery process designed to help you move towards financial fulfillment, while clearly outlining the parameters for a successful client-planner engagement.

Envision:
Helping you look towards your financial future with peace of mind – prioritizing goals and dreaming big!

Enlighten:
Identifying financial strategies to address your goals; mindful of your values and background, presented clearly and transparently.

Empower:
Now that we’ve created the road map for your financial future, through vigilance, monitoring and adjustments, we help you keep your plan on track.