Description

Jonathan Jackson of Florida has dedicated 28 years helping individuals have a “Safe and Secure Retirement”.  He ensures that all components of a client’s financial affairs work in collaboration for the best possible outcome. His company specializes in identifying potential loopholes of financial accounting and estate plans; and detects where unnecessary moneys and taxes are “falling through the cracks”. He instills in his clients and community a true understanding of the disadvantages of an unplanned retirement and the costly mistakes that could arise from the lack of preparation and the attention to detail.

Developer of his proprietary “Tax Advisory Approach” he utilizes this straightforward method for assessing the impact of any major financial decision. With this information, he can successfully counsel on strategy, investment planning, tax analysis and income planning.  Mr. Jackson’s capability, coupled with his commitment to his clients is evident in the results he has provided.

His knowledge and unmatched ability to serve his clients and community has afforded him recognition from his peers. He’s been repeatedly recognized as a premier authority by top companies in the industry. Often, he is asked to lead educational training courses at industry meetings and conferences. He is respected for his fresh perspective and unique approach. Financial Advisors and other collaborating professionals such as Attorneys and Certified Accountants have benefited from his background in Tax and Income Planning.

Strictly specializing in tax savings and retirement planning for seniors, his popular strategies have helped countless Central Florida residents achieve a safe and worry-free retirement. As an accredited member of the Business Member of the BBB (A+ Rated), his main focus is on serving the financial future of Senior America by protecting their assets.

In addition to managing Freedom America offices nationwide, he manages his own corporate office in the Brandon FL. and Lakeland, FL. areas.

Bio

President/CEO Social Security Concepts: specializing in helping individuals MAXIMIZE their Social Security benefits by teaching them HOW and WHEN to file.  Social Security agents DO NOT supply this information!  His unique understanding of retirement has saved many individuals thousands of dollars in lost benefits over their lifetimes. (www.socialsecurityconcepts.com)

President/CEO Freedom America Inc. (National Affiliated Company with numerous offices) specializing in retirement planning, tax planning, Social Security planning, income planning, estate planning and "Safe Money Alternatives".  Mr. Jackson developed a "Tax Advisory Approach" that has been duplicated by affiliate office nationwide. (www.freedomamericainc.net)

Bio

National Sales Director: Primerica Financial Services (Nationally traded company (NYSE: PRI) ).  1985-1993  Supervised a team of Insurance and Securities licensed agents servicing middle America with their retirement and insurance needs.  Being only one of 50 National Sales Directors in the company, his expertise was recognized nationally.