Welcome
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Our business is the implementation of a holistic wealth management process to address clients financial issues. Wealth accumulation, wealth distribution and protection and wealth transfer are the three main broad areas in which we serve clients. If you are looking for a blend of personal attention and expertise, you have come to the right place. Our business is financial peace of mind. In the process of hearing your stories, we learn to empathize with your particular situation, and we are able to offer solutions that are anchored in the context of your life. We call this process of inquiry "Financial Life Planning." E-mail us or give us a call so together we can begin the process of achieving your goals.
T. Jackson & Company, P.C. You can also send us a message directly through the Contact page of this website. Certified Financial Planner Board of Standards Inc. owns the certifications marks CFP®, Certified Financial Planner™ and Thomas H. Jackson and Pamela Knudsen are registered representatives offering securities through J.W. Cole Financial, Inc. 3550 Buschwood Park Drive, Suite 135, Tampa, FL, 33618, 866-592-6531. Member NASD/SIPC, www.nasd.com. Mutual Funds, annuities, stocks, and other investments available through J.W. Cole Financial, Inc. are not insured by the NASD, SIPC nor are they obligations of or guaranteed by J.W. Cole Financial, Inc. or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks including loss of some or all of the principal. Before proceeding further, please be advised that at present our advisors are licensed to discuss investment products with residents of CO, GA,IN, KY, MI, MO, NC, PA and TX. If you are a resident of any other state, please note that it is a simple and expeditious procedure for one of our advisors to become licensed in other states because each is appropriately licensed by the NASD to sell securities. Investment advisory services on a fee for service basis is available through Jonathan Roberts Advisory Group, 3550 Buschwood Park Drive, Suite 135, Tampa, FL, 33618, 866-592-6531. U.S. Treasury Circular 230 Notice: Any U.S. federal tax advice included in this communication (including any attachments) was not intended or written to be used, and cannot be used by the taxpayer for purpose of (i) avoiding U.S. federal tax-related penalties or (ii) promoting, marketing or recommending to another party any tax related matter addressed herein. |
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 