JACKSON WEALTH STRATEGIES, LTD
Richard C. Jackson,
Financial Advisor
Eagle Strategies LLC
(513) 297-0096
As with most things in life, planning is the key to achieving your long-term financial objectives. Your goals may be to protect your family during your working years, guarantee your own retirement security, or create an efficient wealth transfer plan for your loved ones. These things won't happen by accident. It's important to determine what you'd like to achieve financially, then map out a strategy that will help you meet those goals.
Our objective is to become a financial resource to those we serve. Our mantra is, give first, educate thoroughly, and whenever possible, keep it simple. Ultimately, we strive to maximize each client's results through the minimization of risk and taxes.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Rich Jackson
Contact Us
Please feel free to contact us with any questions.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a “surprise” fund
Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks and ideas to help even the most beginner budgeter get started.
Should you combine your finances after getting married?
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 Things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime - it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.