About JRWA To get where you want to go.

You've earned the right to dream. Now you need a map to guide you safely to your goals. Jackson/Roskelley Wealth Advisors, Inc have been helping high net worth individuals and families realize their objectives for decades, in all market cycles.

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Other Services Helping you build your custom plan.

Tax Planning* Your taxes are important more than one day a year.

Most financial decisions impact your taxes, so it's a critical part of a complete financial plan. Have you deducted properly? What about gifts and interest? Education credits? Business filings? Tax laws are intricate and ever-changing, so we work with your CPA/accountant to mitigate tax liabilities. Together with your specialized tax professional, we focus on implementing the smartest tax strategies for you.

  • Charitable giving,
  • Avoiding tax penalties,
  • Tax calendar - important dates and year-end strategies.

*Raymond James does not provide tax advice. You should discuss any tax matters with the appropriate professional.
Call Jackson/Roskelley Wealth Advisors, Inc today for a no obligation consultation. 480.609.1055.

In order to maintain our complete independence as your financial advisor, we team up with a trusted, world class, independent, fee-based, broker/dealer, member of FINRA/SIPC to handle the vital investment transaction portion of your plan. Through this relationship our clients have access to Raymond James Investor Access site on a 24hr basis.

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Retirement has become such an active time for many people that it would be better to call it, "your second life." Accordingly, we help you plan for the choices you want after you have retired. Using a comprehensive toolkit of financial options, we help you establish strategies and discipline to: make work optional, avoid costly mistakes that may delay or diminish your retirement, and create reliable retirement income.

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Plan for the best, take precautions against the worst. Death, disability or a car accident can change your life in an instant, wreaking havoc on finances - if prudent risk management measures aren't in place. Working with licensed professionals, we review, assess, and make recommendations on your unique needs for insurance and liability coverage.

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The legacy our clients leave is usually of utmost importance to them. We partner with your estate attorney to develop comprehensive strategies for the transfer of your wealth. Our certified professionals work with estate planning lawyers to: reduce estate taxes and transfer costs, draft wills, trusts and POAs, and assist with charitable giving.

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Contact Jackson/Roskelley Wealth Advisors, Inc. We respond to all inquiries within 48 hours.

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