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Let's work together...to build a plan that's right for you

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Step 1:  Your Assets, Your Goals

The wealth portfolio you have built is as unique as you are.  Before considering any plan, we'll take the time to get to know you and the goals you have for yourself and your family.   A confidential consultation will take some time, but by starting carefully, we'll design a better outcome that will give you the peace of mind you seek.

Step 2:  A Plan that Fits

Putting your information and our experience together, we'll design a template of real estate, insurance and fixed annuities that offers you the diversity, jurisdictional advantages and flexibility you desire.  We'll discuss each component with you to ensure a good fit with your lifestage and lifestyle, where you want to spend your time, and the amount of risk with which you are comfortable.  For those wishing corporaations, family partnerships, legal trusts and wills, those will be offered in Georgia and South Carolina through Jackson Law Offices, PC or elsewhere in affiliation with attorneys licensed in the residence of the client.

Step 3:  Putting the Plan to Work

Once you are satisfied with the plan, we'll get to work making it a reality.  In addition to the resources within Retirement Wealth Protection, we can call on other experienced professionals as needed to make sure all the components are in place to safeguard your income and assets.  We don't just stop there; we'll follow up with you - according to your wishes - at 6 month intervals for two years to make any adjustments.  At Retirement Wealth Preservation, we know your success is our success.

Establishing Florida residency may be a key component of asset and income protection which is an affordable option for you and your spouse. One option is to have dual residences and spouses can elect to have different homesteads

call now

FL.  T: 904-624-4551

GA. T: 706-724-2661

Cell: 904-624-4551

SC.  T: 803-643-1003

Retirement Income Guaranteed for Life

Agent's Realtor Office:
Florida Homes Realty & Mortgage

1890 South 14th Street Suite 200

Amelia Island, Florida  32034

 

 

Email 

stan@stanjackson.com

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Home or Nursing Health Options

© 2015 Stanley G. Jackson

Nothing contained in this website is to be construed as either a legal opinion or as investment advice.  You should consult your attorney, accountant or investment advisor for the legal and financial ramifications as they pertain to your situation before taking any action. Legal Services Are Offered in Georgia and South Carolina by: Jackson Law Offices, P.C., Augusta; GA  Tel: 706-724-2661, SC Tel: 803-643-1003,  Website: Lawquick.com Stan Jackson is not licensed as an attorney in Florida. Jackson Law Offices, PC and Retirement Wealth Preservation, LLC are not a registered broker/dealer or registered investment advisory firm. REAL ESTATE INFORMATION IS FROM SOURCES BELIEVIED TO BE RELIABLE. ANY INFORMATION IS NOT WARRANTED TO  BE CORRECT AND SHOULD BE VERIFIED  prior to any contract being entered.  

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