Our Services

Adapting Gracefully

Change is hard. Many people resist change even when they know that it is for their own good. To ensure that our clients stay comfortable throughout the entire planning process, we take baby steps. The first step is merely committing to taking action on a financial plan. Once the client is comfortable, we work on implementing one action at a time until all of their needs are addressed, and the whole strategy is in place.

Whether you are looking for someone to show you strategies on how to improve your financial situation – or you simply want a game plan to maximize what you are currently doing – we can help.

Rebuilding Certainty

To help women with their financial planning, we go through a four-step process.

We listen

We want to understand every client’s unique situation, so we spend time learning your attitudes toward money. Why? Those feelings will ultimately determine what influences your financial decisions.

We analyze

We gather documents and examine your financial situation to develop a clear picture of your needs, assets, liabilities, and risk tolerance.

We customize

We design a financial strategy that meets your needs now, and your needs in the future. Not everyone has the same needs or wants, so your plan of action is tailored specifically to you.

We review

By periodically assessing how your strategy is going, we make adjustments and keep your plan on track.

At Jackson Sams Wealth Strategies, we provide professional assistance in the following areas:

Investments

Bonds
Common Stock
Educational IRA
Brokerage Accounts
Check Writing through brokerage accounts
Debit Card through brokerage accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities

Financial Planning

Retirement Plans
Tax Planning Strategies*
Retirement Plan Education
College Plans
Estate Plans*
Money Management
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long Term Care Insurance
Individual Health Insurance
Group Health Insurance
_{* Neither Securities America Inc. nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.}