A Cowboy's Approach to Financial Planning
At Jackson Financial Services, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource and helping them manage their future.
We are an independent financial services firm assisting clients with wealth management, retirement planning, and tax efficient investment strategies. Wherever they are in life, we can help them create a roadmap designed to connect today’s reality with tomorrow’s dreams by standing by our word and treating our clients with respect. We believe our clients appreciate the value we offer and they instill trust in our practice thanks to the long-term relationships we foster.
Based in Roseburg, Oregon, we work with clients along the west coast. We invite you to contact us today to learn more about how we can help you take control of your financial future.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Is your estate in order? This short quiz may help you assess your overall strategy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
You’ve made investments your whole life. Work with us to help make the most of them.
A special needs trust helps care for a special needs child when you’re gone.
Here is a quick history of the Federal Reserve and an overview of what it does.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, cracking the code on bonds.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.