Working With An Advisor

Working With An Advisor

Financial Advisors: Personal Trainers For Financial Fitness

Many Americans look after their health by eating well, exercising, and striving for work-life balance. In the commitment to physical well-being, however, it can be easy to overlook one essential piece: financial health. The right financial advisor can play a key role in helping maintain your financial fitness. Learn more at the Financial Freedom Studio.

A Partner in the Journey

Even if you're working to educate yourself on finance and investing, you may benefit from the guidance and expertise of a financial consultant to help you feel more confident about your decisions. Once you've found an advisor you’re comfortable working with, you can continue to build and strengthen that relationship when you know the right questions to ask and some common missteps to avoid.  

Latest Articles

New Securities And Exchange Commission Rules Governing Your Relationship With Your Financial Professional

In June, 2019, the Securities and Exchange Commission approved the Best Interest Regulation, modifying the rules that govern how registered investment advisors and broker dealers give advice to consumers. Seth Harris breaks down what it all means and offers takeaways to discuss with your financial professional. Learn more on the Financial Freedom Studio.

So, How Am I Doing? Evaluating Portfolio Performance On Your Terms

Many of us have portfolios but lean on our advisors to evaluate performance. Learning how to measure your portfolio’s performance on your own using meaningful benchmarks is the first step you can take toward gaining financial confidence. Learn more at the Financial Freedom Studio.

Education for Everyone

The Financial Freedom Studio makes practical financial knowledge accessible and engaging for all. We bring together thought leaders, experts and visionaries to present ideas that inspire people to pursue financial freedom and personal fulfillment for life.

Prosperity in Knowledge

The Jackson Charitable Foundation is committed to advancing financial knowledge for people of all ages in communities across the country - with the belief that education for each of us can lead to a better society for all of us. 

A Jackson Idea

Jackson is a leading provider of retirement products that help you take control of your financial future. It’s a company that believes everyone deserves to live life well, and strives to provide education and support in the journey to financial freedom.