Our Client Specialties

At Jackson Financial Management, we serve a diverse, nationwide clientele. We strive to work with clients that value integrating comprehensive wealth planning with our discretionary management of their investment portfolios.

  • Owners of Closely-Held Business
  • Medical Professionals
  • Professionals including Attorneys & Engineers
  • Corporate Executives
  • Health Care Industry Executives
  • Retirees
  • Widows & Heirs
  • Divorcees