Integrity, Trust, Protection
World financial situations have hit home for all of us. Concerns about not being able to retire on your own terms, running out of money during retirement, no control over the volatility and uncertainty of the markets, and no one there to give you straight advice when you need it most, can be unsettling.
Allow me to introduce myself. I am Jake Jackson, a twelve year veteran Financial Professional with AXA Advisors. I provide strategies for individuals and families in investments, insurance, and retirement planning consistent with their hopes and dreams. Planning for the future is about figuring out which roads to take today on your journey into retirement.
At the fork in the road, Alice asked the Cheshire cat "which road should I take?" The cat asked, "Where do you want to go?” "I don't know," Alice answered. "Then," said the cat, "it doesn't matter". Alice in Wonderland by Lewis Carol
I was born and raised in Connecticut, graduated from the University of Connecticut with a BA in Mathematics/Economics, and proudly served as a pilot in the USAF. After the Air Force my road took me down a 24 year career in the corporate world, lastly with the Marriott Corporation, and then the financial world with AXA Advisors. That road also took me to Raleigh in 1982 with my wife of 39 years. I have a daughter, a son, a dog, and a cat enjoy long walks, exercising, golfing, gardening, cooking, and coin collecting.
Imagine for a moment, if someone could help you discover which road to take, be with you on each step you take, and prepare you for the finish of your journey on your terms and on your schedule.
Contact me today for a complementary no obligation financial consultation