Our Purpose, Vision & Core Values

Our Purpose
At Jackson Financial Management, our goal is to significantly enhance and enrich the lives of each of our clients and associates by providing an organized framework for intelligent, disciplined, and well-informed financial and life decisions that help lead to sustainable wealth from generation to generation.

Our Vision
We aim to significantly enhance and enrich 10,000 lives in 10 years. We want to help our clients lead meaningful lives that have a profound & positive impact on their families, businesses, and their communities.

Our Core Values
Our core values guide our thoughts and actions at Jackson Financial Management. These core values represent the qualities we seek in our associates. They also reflect our personal and professional lives.



  • We act professionally and responsibly at all times.
  • We seek first to understand, then to be understood.
  • We listen to the ideas of others with an open mind.
  • We maintain our commitments to one another.


  • We maintain the highest standards of excellence and performance.
  • We strive for transparency in all of our activities.
  • We hold the affairs of our clients in the strictest confidence.


  • We align our advice with each of our clients’ unique personal goals, objectives, and situation.
  • We operate with the highest ethical standards.
  • We strive to eliminate bias from our decision-making and advice.
  • We help make tough decisions.
  • We clearly articulate the pros and cons of potential courses of action.


  • We manage the resources entrusted to us to the best of our ability.
  • We place priority on long-term goals over short-term distractions.
  • We cultivate lifelong relationships with our clients and their families.
  • We strive to enhance and enrich the lives of our clients, associates, and community.


  • We encourage one another to live well-rounded lives.
  • We understand that balance is different for each person.
  • We put first things first by focusing on the activities with the greatest impact and importance.
  • We seek diversified, outside experiences because they help us improve as advisors.


  • We remain available to collaborate with our clients’ other advisors to provide coordinated advice.
  • We can accomplish and achieve greater goals as a team than as individuals.
  • We readily share our unique skills, expertise, experiences, resources, and perspectives with one another to solve our clients’ challenges.
  • We encourage and empower one another to continuously learn, improve, and achieve.
  • We celebrate the successes and achievements of our clients and our associates.