Jacks & Associates

Financial planner in Centennial, CO (show on map)

Independent financial advisory firm offering investment planning, insurance, estate planning, and retirement planning services for individuals and business owners.

Call (303) 987-0042

Navigate to Visit website

About

Jacks & Associates Financial Advisors is an independent financial services firm committed to helping people pursue their financial goals. They offer a wide range of financial products and services to individuals and business owners.

Their services cover financial planning (investments, taxes, annuities, retirement, life and disability, college), insurance (life, health, Medicare, long term health care, disability), and estate planning (wills, living trusts, family trusts, charitable trusts, estate tax reduction, asset protection, succession planning). They also assist with qualified plans including SEPs, 401(k)s, and IRAs.

Over 20 years of experience

Independent financial services firm

Relationship with Kestra Investment Services (FINRA/SIPC member)

Wide range of financial products and services

Commitment to integrity and professionalism

Services

Financial Planning

Comprehensive financial planning services covering investments, taxes, annuities, retirement, life and disability insurance, and college planning.

Investment planning Tax planning Annuities Retirement planning Life insurance Disability insurance College funding

Insurance Services

Insurance products including life, health, Medicare, long-term care, and disability income insurance.

Life insurance Health insurance Medicare planning Long-term care insurance Disability income insurance

Estate Planning

Estate planning services including wills, living trusts, family trusts, charitable trusts, estate tax reduction, and asset protection.

Wills Living trusts Family trusts Charitable trusts Estate tax reduction Asset protection Succession planning

Qualified Plan Setup

Setup and management of qualified retirement plans including SEPs, 401(k)s, and IRAs.

SEP plans 401(k) plans IRA accounts Minimum distribution IRAs/TSAs Defined contribution plans

Risk Management

Risk management and asset protection planning services.

Asset allocation Portfolio risk management Account monitoring

Credentials & Certifications

Kestra Investment Services, LLC - FINRA/SIPC Member

Frequently Asked Questions

What services does Jacks & Associates offer? +

Jacks & Associates offers financial planning (investments, taxes, annuities, retirement, life and disability, college), insurance (life, health, Medicare, long-term care, disability), estate planning (wills, living trusts, family trusts, charitable trusts, estate tax reduction, asset protection, succession planning), and qualified plan setup (SEPs, 401(k)s, IRAs).

Where is Jacks & Associates located? +

Jacks & Associates is located at 5707 Southwest Pkwy, Bldg 2 Ste 400, Austin, TX 78735. Phone: 303-987-0042, Fax: 303-987-0424.

What is Jacks & Associates' approach to financial planning? +

Jacks & Associates believes that a plan is a powerful tool for reaching long-term financial objectives. They are an independent financial services firm dedicated to helping clients plan for their financial future, whether the goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or preserving their estate.

How long has Jacks & Associates been in business? +

Jacks & Associates has been working with individuals and businesses in the area for over 20 years.