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Client Services

Jackson Financial Group is committed to helping you pursue your personal financial goals by providing you with guidance, quality products, and personal service. We enable individuals and businesses to work toward their goals through:

  • Fee Based Financial Planning through Independent Advisor Alliance. Our comprehensive financial planning package evaluates and analyzes your current financial status.

Some of the things we’ve successfully helped clients work toward include:

  • Devising & sticking to a budget
  • Develop a strategy for paying off debt
  • Plan your Financially Independent Retirement
  • Start a Second Career
  • Send your Children to College
  • Ensure your Family is Taken Care of When you’re gone
  • Minimize your Income Tax Bill
  • Retirement Plan Implementation IRAs — Traditional, Roth, SEP & Simple
  • 401(k)s
  • 403(b)s
  • DROP & Deferred Compensation Rollovers
  • Mutual Funds
  • Individual Stocks & Bonds