Our History
Jackson & Associates, Inc. was established in 1981 by Robert C. Jackson III, CLU, ChFC. His practice was focused on helping business owners and families plan for their financial future. Since 2011, Robert’s son Richard is carrying on a strong legacy built on integrity and trust and as an independent financial planning firm, your best interest is Jackson & Associates top priority. We specialize in partnering with people that are preparing for, or in the midst of, major life changes and continue to serve a broad base of clients in three key areas: Retirement Strategies, Financial Planning, and Wealth Management.
Our Mission
Money should be viewed in the perspective of a life that is fulfilling and meaningful. In order to create an effective financial plan, we strive to understand YOU – your story, values, goals and priorities. We’ve built a practice with processes designed to earn your trust and confidence. On that foundation we build a road map that will help you navigate the unpredictability of life and the complexity of financial markets.
We often engage new clients that are at the crossroads of important and complex life transitions. These changing life circumstances bring anxiety, uncertainty, and can leave one feeling overwhelmed. We considerate it a privilege to serve people at these times in life. Our priority is to offer clear and objective guidance, and help you work towards the best possible outcomes.
