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You Would Be In Good Company

If you see yourself as a Jackson, Grant client, you would be in good company. A client might be:  

  • A couple concerned about one spouse's lack of interest in things financial
  • A market-savvy CPA or lawyer who accumulated wealth over a successful career
  • A senior executive of a publicly-held company who is used to dealing with professional money managers
  • A doctor's widow who has no experience investing on her own
  • A 30-year-old who inherited wealth
  • An entrepreneur who sold his business
  • Or even a financial services professional whose expertise is growing wealth, as opposed to creating income that will last a lifetime