909.279.3022 - Main Office
562.921.9725 - Office
562.324.9928 - Cell
Jackson Financial Systems.com are financial strategist and our mission is position individuals, families, and business owners to “Master their Economy”. Regardless where you may be on the prosperity ladder we will structure a “Perpetual Wealth Strategy”. The nature of the Perpetual Wealth Strategy is to structure a specific type of life insurance that diversified your savings and retirement assets away from Wall Street and banks. This financial vehicle offer’s a contractually guaranteed rate of growth and the potential to earn a dividend, both tax-free. On top of that, the insurance company offered policy owners a line of credit secured by the policy itself, which is an ideal alternative to traditional bank loans.
We used the insurance policy as liquidity instead of a bank account and then used the line of credit to purchase equipment, fund operational expenses etc. Additionally, we bought rental property, using the lending provision. The strategy is ideal for those in the middle of their career and for building assets with cash flow. However, it is equally ideal for those who are within 15 years or less of what is typically referred to as “retirement age.” The strategy can accelerate the time frame for retirement, but also, because of our philosophy and education, alter the very notion of retirement.
Each client has different needs, different aspirations, different concerns. That's why there's no one-size-fits-all, cookie-cutter solution works for everybody.
Every client faces different challenges; but they all have one thing in common: they want control over their future, and freedom from financial worry. And that's what we help each one of them do, with a custom-designed strategy that incorporates a broad spectrum of appropriate financial vehicles and analytical tools."