Broker Check

1294 NW Highland St.
Roseburg, OR 97470

Craig A Jackson

(541) 440-3954

 
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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.

Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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