Jonathan Jackson has dedicated 33 years helping individuals have a “Safe and Secure Retirement”. He ensures that all aspects of a client’s financial affairs work in collaboration for the best possible outcome.
He instills in his clients and community a true understanding of the disadvantages of an unplanned retirement and the costly mistakes that could arise from the lack of preparation and the attention to detail. Mr. Jackson’s capabilities, coupled with his commitment to his clients is evident in the results he has provided.
His knowledge and unmatched ability to serve his clients and community has afforded him recognition from his peers. He’s been repeatedly recognized as a premier authority by top companies in the industry. Often, he is asked to lead educational training courses at industry meetings and conferences. He is respected for his fresh perspective and unique approach.
Financial Advisors and other collaborating professionals such as Attorneys and Certified Accountants have benefited from his background in Tax and Income Planning. His popular strategies have helped countless Central Florida residents achieve a "safe and worry-free retirement". As an accredited member of the BBB (A+ Rated since 2003), his main focus is on serving the financial future of Senior America by protecting their assets.