Advisor profile


My approach

Paul Jackson - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Paul Jackson - My approach photo

Areas of focus

  • Insurance
  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, Series 63, Series 65, Series 3, Series 9, Series 10,
  • WI Life, Health, Annuity, & Insurance

Education

  • Bachelor of Science, Communications and Public Address, University of Wisconsin - Madison

Interests

I enjoy time with my children coaching softball, baseball and soccer. I also enjoy golfing, cycling, tennis and boating.

Community participation

Coaching softball, baseball and soccer

Professional associations

  • University of Wisconsin - Madison, Delta Upsilon - Wisconsin