About Us

WHO ARE WE?

We are Jackson Wealth Strategies. We live and do the majority of our work in the Cincinnati metro area. We work with individuals and businesses in the areas of insurance, retirement, income, estate and succession planning. We are known for being honest and keeping our client's best interests in mind.


OUR PHILOSOPHY

We believe that the financial services industry is often over complicated for unnecessary reasons and that most people would prefer to understand their situation in simple terms. We believe that by understanding your intentions and helping you plan towards what you value most, we can improve your long-term results through tax efficiencies.


OUR OBJECTIVE

Our objective is to become a financial resource to those we serve. We do this by first listening to what our clients value, then help them to define their goals for the future, finally, we create strategies that align financial decisions with the client's values and goals. We believe that by becoming a financial resource to you, your family and your business, that you will become invaluable advocates of our services.

Disclosure

Richard Jackson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of KY, and OH. No insurance business may be conducted outside the states referenced.

Richard Jackson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5905 E Galbraith Rd Ste 4000, Cincinnati, OH, 45236, 513-297-0097. In this regard, this communication is strictly intended for individuals residing in the states of IN, KY, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

Richard Jackson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of IN, KY, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

JACKSON WEALTH STRATEGIES, LTD is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither JACKSON WEALTH STRATEGIES, LTD nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.