Jackson & Whitaker
Minden Office
It begins with a plan
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Wealth Management Site
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
Individual Retirement Plans
Business Retirement Plans
Financial Planning Services
Investments
Advisory Programs
Insurance
Education Saving
Gifting or Giving Strategies
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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