Chrisjacksonfinancial

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Chrisjacksonfinancial Sharing financial strategies and tips that empower people to build wealth and leave a lasting legacy for generations to come.

I assist businesses to mitigate the financial hardship of a death, disability or loss of a key employee through various financial strategies. I provide group employee benefits and can educate each employee on an individual basis upon request. As a member of the Army National Guard I support veteran owned businesses and individuals. I am a member of Business Networking International and Rotary Club International and can provide a variety of networking and charity opportunities to a business.

Do you need umbrella insurance? Find out more.
10/12/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

I help people have more freedom, flexibility, and control of their finances, creating a strategy that’s built for their current lifestyle, including: Maximizing Tax-Free Income Now and in Retirement, Putting Inactive Money to Work & Providing Valuable Liquidity for their Estate.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
10/05/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
09/28/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

With great wealth comes even greater questions. Learn more in our article.
09/21/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Are you ready for school—again?
09/14/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that bre...
09/07/2026

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

I help people have more freedom, flexibility, and control of their finances, creating a strategy that’s built for their current lifestyle, including: Maximizing Tax-Free Income Now and in Retirement, Putting Inactive Money to Work & Providing Valuable Liquidity for their Estate.

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how cont...
08/31/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

I help people have more freedom, flexibility, and control of their finances, creating a strategy that’s built for their current lifestyle, including: Maximizing Tax-Free Income Now and in Retirement, Putting Inactive Money to Work & Providing Valuable Liquidity for their Estate.

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise v...
08/24/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

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South Jordan, UT
84095

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