Jeannie Jackson joined Strategies for Wealth in 2015 as an experienced financial professional. She began her career with Paul Revere in July of 1991 helping doctors and attorneys protect their incomes. In January of 1997, she formed Harrison & Morgan in an effort to broaden her offerings to individuals, young families and small businesses.
As an independent agency she was able to provide her client base entry to all the major carriers and products, consulting them on their healthcare needs and group benefits.
After 24 years in the business, in 2014, she was looking to take her business to a new level, wanting to provide a more holistic approach to her clients. After an extensive search and a few offers, Jeannie joined Strategies for Wealth. It was the uncommon approach the firm uses in helping clients protect their assets and their unique strategies shielding clients from various financial threats that attracted her. She takes great pride in helping clients set goals, prioritize them and optimize a financial plan.
Specialized Services Offered:
- Financial Organization
- Wealth Building and Preservation
- Retirement Strategies
- Estate Planning
- Life Insurance
- Disability Insurance
- College Funding
- Long Term Care Insurance
- Employer Benefits
- Qualified Plans / 401(k)
- Buy/Sell Planning
- Business Succession Planning
Financial Representative of Guardian. CA Insurance License #0M28605
Jeannie's Feature with Scary Mommy: