Jackson Financial Planning Group - Burlington, Ontario - Review your Goals, Investment Analysis, Estate Planning Strategies, Insurance Strategies, Analysis of your Net Worth, Analysis of your Budget, Business Owners Tax Minimization, Asset Protection Strategies

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!

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 is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a range of protection, estate planning, investment and banking solutions through a multi-channel distribution network. MLI owns Manulife Securities Incorporated, Manulife Securities Investment Services Inc. and Manulife Securities Insurance Inc. MLI also owns Manulife Bank of Canada, a federally chartered Schedule 1 bank, which in turns owns Manulife Trust Company, a federally chartered trust company.