Mark A Jackson

Personal Wealth Management

Mark A. Jackson

AUTHOR

SPEAKER

EDUCATOR

ADVISER

Our independence gives us the ability to serve our client's specific needs

Our services

We believe, as a team we can take you on a far greater journey than any one of us could do alone.

Retirement Planning

Fact: Diversification OF market risk, is not the same as Diversification FROM market risk. You can't spread risk, over more risk and magically come away with "safety".

Maximizing Social Security

Today's retirement income asset allocation strategy MUST include strong increasing income opportunities, capable of overcoming both long-term market downturns, and rising interest rate cycles.

Tax Mitigation

Living into one's 90s is prevalent these days, and only serves to multiply risks 1 & 2. Conventional portfolio wealth management? Not on our watch!

What would your life be like if you had no DEBT?

Interest expense is a Silent Killer that robs us of our wealth

"I'm a firm believer in education... before I learned the rules of the game I got crushed! This is why I work with my clients, not for them"
‍
- Mark A. Jackson

Get book for free

About us

“I was young and now I am old, yet I have never seen the righteous one forsaken, nor his children begging for bread.”

Mark A. Jackson, CEO

Mark Jackson graduated from Purdue University in 1986. That same year he began his career in the National Football League (NFL) as well as his education in finance. “In the beginning it was tough to know who to trust, who had a level of expertise, who had the integrity to put my interest ahead of their commissions. I learned a lot by trial and error which is very expensive.”

The next year Mr. Jackson went on to get his real estate license, followed by his mortgage license, Life/Health/Property and Casualty Insurances licenses. He is a Certified Financial Fiduciary CF2® as well as receiving his Certified Financial Educator CFEd® designation from the Heartland Institute of Financial Education. Mark Jackson is a Champion of the people; he paid a steep price for his education and is willing to share this knowledge and resources with you.

Sign up for insights

The Secrets Behind The Success.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.