Wealth Management

We believe that everyone should receive financial planning advice that is free from conflicts of interest. Our core belief that a financial planner’s recommendation should not be dependent upon, or even influenced by, potential commissions received from product sales is one of the primary reasons we charge fees, rather than commissions, for our financial planning services. The model we use to provide our wealth management and investment advisory services frees our professionals from potential conflicts of interest and allows us to provide the solutions and recommendations best suited for our clients without compromise.

All of our financial planning services and recommendations are reviewed and approved by the firm’s shareholder in charge of financial planning services, Scott Jackson, who is a CPA, a CERTIFIED FINANCIAL PLANNERTM professional and holds the AICPA’s Personal Financial Specialist designation.

Our wealth management services can generally be categorized in one of the following areas:

  • Cash flow planning;
  • Risk management/insurance planning;
  • Retirement planning;
  • Investment planning*;
  • Estate/gift/wealth transfer planning;
  • Elder planning;
  • Charitable planning;
  • Education planning; and
  • Tax planning.

We invite you to learn more about our financial planning services and the benefits of having a financial plan that is CPA Strong. Our commitment is that our wealth management services will be provided with integrity, professionalism, competence and with your best interest at the forefront of all we do.

 

*Due to regulatory requirements, investment planning services are provided through our affiliate company, Allred Jackson Financial Planning, LLC.