Since the start of TC Jackson Retirement, one goal has remained steadfast – to build an organization that our customers can rely upon as their trusted advisor. When it comes to your finances, we know that making the right choices for you and your family can be daunting. To help you make the right decision we take a common sense approach – we ask questions, listen to your answers and only then make recommendations that will fit your particular needs.
We hold educational workshops every month on relevant topics such as Social Security, Legacy Planning and more.
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Social Security Maximization
Your Social Security retirement benefit represents a lifetime’s worth of savings, time, and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in.
Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.
Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
Proper legacy planning and preservation is a cornerstone of any successful retirement plan and helps ensure that your wishes will be respected and your loved ones taken care of. Legacy Planning is a multifaceted process that can be used for a variety of purposes, from helping to preserve your assets for future use to transferring your wealth.
For even the most financially literate individual, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension and Social Security benefit to satisfy your income needs during retirement are long gone. In today’s economic climate, historically low interest rates coupled with high market volatility rates have made planning for retirement difficult and more important than ever.
As you near retirement, you may find that your attitude about risk begins to change. Protecting and preserving your wealth against market downturns should be an important part of your comprehensive retirement plan, because a significant reduction to your portfolio could potentially derail your retirement plans.
T.C. Jackson Retirement Generational Vault
Social Security Maximization
Color of Money
Custom Annuity Policy Review
Facts Of Life
Rule Of 100
Tom’s focus is on educating his clients so they can make informed decisions while planning for their futures.
Tom has been assisting Baby Boomers and Senior Investors for over 35 years. Tom has developed a specialty in working with retirees and those about to retire who want to protect their principal and insure their money lasts. His practice focuses on helping his clients avoid the common mistakes made by most retirees.
Tom is a decorated Vietnam Veteran who graduated with honors from Rutgers University with a BA in Accounting. He holds a Chartered Financial Consultant (ChFC) designation from the American College and is a Chartered Life Underwriter (CLU). Tom has taught continuing education classes to CPA’s, attorneys and life insurance agents throughout Colorado. Tom is licensed in Colorado as a Life Insurance Agent, Annuity Agent and an Investment Advisor Representative (IAR).
Chris coaches his clients on how to save for retirement, protect their assets, and have a guaranteed income for life.
Chris was a competitive gymnast while growing up in Houston, TX. He moved to Colorado in 1992 to attend Colorado State University. While there he was a member of Colorado State’s cheerleading team and also coached the team.
Shortly after college Chris began his career in the financial industry working with his father. He has also worked as a mortgage banker, and as a youth cheerleading coach. Chris is currently enrolled in the Retirement Income Certified Professional (RICP) program at The American College of Financial Services and is licensed in Colorado as a Life Insurance Agent.