Our History

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.

Our Mission

We believe that money should be viewed in the perspective of a life that is fulfilling and meaningful.  In order to create an effective financial plan, we want to understand YOU – your story, values, goals and priorities.  We’ve built a practice with processes designed to help us earn your trust and confidence.  On that foundation we strive to 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 you feeling overwhelmed.  It’s 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.

Our Partners

FHC and Pershing, LLC – Learn More Here