Helping you enjoy today while planning for tomorrow
At Jackson/Roskelley Wealth Advisors, our purpose is simple. We help you optimize your resources so you can enjoy today while planning for tomorrow. Our integrity, insight and independence are the foundation of all that we do.
WHAT TO EXPECT FROM OUR TEAM
We provide independent and objective advice.
We put our clients’ needs first.
We answer inquiries and phone calls promptly.
We review clients’ financial situations to ensure they are on track.
We offer candid guidance.
We continually strive to deliver excellent value for the fees we charge.
*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.
