Services
At David Jackson and Associates, we provide professional assistance in the following areas:
Investments
- Mutual Funds
- Common Stock
- Bonds
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Variable Annuities
- Fixed Annuities
Financial Planning
- Retirement Plans
- Tax Plans
- 401k Startup and Existing Plans
- 403b Startup and Existing Plans
- College 529 Savings Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Life Insurance- Term & Whole Life
- Long Term Care Insurance
Alternative Investments
- REIT- Real Estate Offerings 1031 Exchanges
- Oil and Gas
- DBC Programs
- Hedge Funds