Individuals and Families

Rembert Pendleton Jackson offers a wide range of financial and investment advisory services.

INDIVIDUALS and FAMILIES

Financial Advisory Services (Comprehensive Financial Planning)

To include, as appropriate:     

  • Financial Goal Setting
  • Cash Management
  • Budget and Spending Plans
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Insurance Planning
  • Tax Planning

Investment Advisory Services

  • Investment Risk Assessment
  • Investment Preferences Questionnaire
  • Investment Policy
  • Investment Allocation
  • Investment Selection
  • Implementation of Recommendations
  • Performance Review

BUSINESS CONSULTING SERVICES

Typical business owners have the majority of their personal wealth tied up within their business.  We work with your other service providers, such as attorneys and accountants, to help keep you focused on your business so that your financial objectives are met.

Our business consulting services include:

  • Analyzing corporate cash flow
  • Locating sources of financing
  • Establishing workplace retirement plans
  • Developing an exit strategy 
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