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.
“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?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Tax preparation may be the perfect time to give the household budget a check-up.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
However exciting retiring abroad may sound, it deserves considerable planning.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are hundreds of ETFs available. Should you invest in them?
How do the markets usually react to elections? Was the 2016 election any different?
How will you weather the ups and downs of the business cycle?
There are a few things to consider when buying or leasing your next vehicle.
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.