Jackson Terri CFP
Financial Services in Tallahassee, FL
The aim to Jackson Financial Group is to take the mystery out of wealth management. We like to assist you understand how to manage risk, prepare for retirement, and preserve your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship. Terri Jackson has been helping people work toward their financial aims since 1993. She gained her CERTIFIED FINANCIAL PLANNER designation in 1998 and opened her independent financial services company in 1999.
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Jackson Terri CFP
read moreJackson Financial Group helps make dreams come true. We specialize in providing financial guidance to everyone, regardless of annual income or net worth. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
About Us
read moreWhether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Products and Services
read moreOur firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.
Tax
read moreUnderstanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Money
read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
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