Budgeting | Financial Goals

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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2024 LPL Top Financial Advisor

Jackson & Whitaker is honored to be recognized among LPL Financial's distinguished financial professionals for 2024. This achievement reflects our team's dedication to helping families in Northern NV, CA & surrounding regions navigate today's complex financial landscape with confidence. Thank you to our clients for trusting us with their financial journeys – your success drives our commitment to excellence.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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Jackson & Whitaker
Minden Office

(775) 782-5061

1701 County Road, Suite O
Minden, NV 89423

Meet The Team

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.

Learn about the planning process

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.

Learn about the Wealth Management Site