Jackson Financial Planning Group
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WELCOME TO
JACKSON FINANCIAL PLANNING GROUP

Manulife Securities Incorporated

We look forward to helping you to maintain a comfortable lifestyle both approaching and during retirement. This includes; preserving your capital, earning reasonable rates of retun, providing you with a guaranteed and sustainable retirement income while reducing taxes and fees.

We appreciate the opportunity to provide a glimpse of the first class services we have to offer. Please contact us if you would like to get together for a complimentary review so we may determine how we can be of assistance. We look forward to helping you to maintain a comfortable lifestyle both approaching and during retirement.

Our Mission:
To help you make a fundamental commitment of your core capital to pursue the great goals of life. The education of your children and grandchildren.
An income you cannot outlive while enjoying a dignified and independent retirement.
A legacy for those you love and must leave behind in the world
…. during our meaningful long-term relationship.

Our Strategy:
To help you answer two vital questions with crystal clarity:

What will happen to my family if I die prematurely?
What will happen to me/us if I/we live?

In so doing we will provide the strategies to:

  • Preserve your estate and or income in the event of a critical illness or your
    death or that of a loved one.
  • Have the proper asset mix to maximize growth, protect capital
    and eventually provide you with a guaranteed income during retirement.
  • Minimize taxes.
  • Pay off your mortgage and non-deductible debt faster.
  • Minimize taxes and protect income and assets for business owners.

Our Product:
Quality service through regular, pertinent educational seminars and annual reviews to which we both commit.


Group Benefits and Individual Health Care Plan Quotes

Flexcare, FollowMe Health & CI Weblink: click here

Association H&D Weblink: click here

Travel Weblink: click here


Introducing Manulife Vitality

1) Vitality website including a Vitality Age calculator - click here

2) Video - What do you live for? - click here

3) Video - Introducing Manulife Vitality - click here




“You cannot guarantee success, but you can deserve it.”



Raymond E. Jackson
Retired
 

Simon J. Jackson, CFP, CPCA
Senior Financial Advisor,
Life Insurance Advisor
Manulife Securities Incorporated,
Manulife Securities Insurance Inc.

 

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Complimentary consultation for wealth preservation and creation. Contact us today!

 
Linkedin Manulife Securities Disclaimers | Newsletter | Site Map | Larger Font | Smaller Font
Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Jackson Financial Planning Group is a trade name used for dealer business only. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada, additional disclosure information will be provided upon referral.

* Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website www.manulifesecurities.ca. Please confirm with your advisor which company you are dealing with for each of your products and services.