Our Qualifications



Joe Jackson is the primary visionary behind the firm.  He received his Bachelor of Science Degree from Georgia Southern College in 1976 and his Masters of Arts in Personnel Psychology in 1977 from Middle Tennessee State University.  Joe earned his International Certified Financial Planning Credential in 1985 from the College of Financial Planning in Denver, Colorado.  Joe has extensive experience in financial planning, tax planning, estate tax analysis, retirement projections and asset allocation expertise.  He specializes in 403(b) retirement plan diversification.  Joe gives presentations at seminars and conferences at various locations throughout middle Tennessee.  Some of those organizations include Vanderbilt University faculty, Middle Tennessee State University, American Counsel on Aging, several Middle Tennessee civic organizations, and WPLN Featured Guest Appearances.