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.