Who We Are > Our Process

The Jackson Group Process

When you picture your ideal retirement, it’s not luck, the economy or hot stocks that will make it happen; it’s about the plan and level of commitment to it. We believe that in both investing and retirement, the process you follow has a significant influence on the results you achieve.

Step 1: Personal Discovery

This is your opportunity to reflect on and gain clarity around your goals and personal values. In turn, this allows us to gain a thorough understanding of your early retirement options and ideal lifestyle.

Step 2: Integrated Planning

We craft a comprehensive retirement plan that can weather all markets and support the values you've defined. This includes income sources, tax-efficient strategies and risk management.

Step 3: Implementing the Plan

Your portfolio is constructed as part of your overall roadmap for the stages of retirement. We begin to implement all of the recommendations presented.

Step 4: Monitoring the Plan

As your retirement unfolds, we focus on monitoring portfolio performance and periodically rebalance to keep up with changing markets and your changing life.

Step 5: Consultation & Communication

We serve as a central point of communication for you, your existing tax and legal advisors, and our own specialists. Our goal is to keep all parts of your plan relevant, cohesive and up-to-date.