Jeffrey Jackman

In July 2024, Jeff Jackman was recognized by Forbes as one of the top Financial Security Professionals in North Carolina. With research conducted by SHOOK, this ranking is based on more than just quantitative elements, they also considered Jeff’s character. Jeff could not be more grateful to have received this award. Many thanks to his hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without their support.

Achieving our financial goals is a very personal part of our lives. Oftentimes, families are paralyzed by the overwhelming amount of options/products in the marketplace for them to decide between. Others might be scared of making a wrong decision and the potential impact of what that might cost them long term so they decide to do nothing or play it really safe. Some simply don't have the time or desire to do this work on their own and so financial planning falls off the to-do list. Our team works with families to overcome these issues together to help our clients get back to spending their life living, and not worry about money.

Our team is here to figure out what your goals are, what you are excited about for your future, and any roadblocks that are in the way. We then take your priorities and objectives and design a plan to get you where you want to go.

We have a unique focus within our practice on the financial planning concerns of Medical Professionals, such as balancing debt repayment and investing, debating the different student loan repayment options, and helping them plan for a secure retirement with less years to save than most of their peers due to their schooling.

We look forward to meeting soon.