Broker Check

171 Northwest Medical Loop
Suite 110
Roseburg, OR 97471

Craig Jackson

(541) 440-3954

 

Services

At Jackson Financial Services, we offer a comprehensive suite of services designed to address your unique needs, wherever you are in life. We work closely with you to identify your needs and objectives and act as a financial partner alongside your investment journey. Our services include:

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

A lot of our clients come to us through referrals, which we greatly appreciate. We work hard to answer your questions, and if we don’t have the answer, we will research it until we do. If you want to learn more about our services or know someone who may be interested, we encourage you to reach out.