Bruce holds CLU® and ChFC® designations from The American College and CAP® designation from the Richard D. Irwin Graduate School.Learn More
Bruce is a 34 year veteran of the financial services industry. He is a Registered Representative of Securities America, Inc., and served on their advisory council.Learn More
We have a successful track record representing individuals, families, trusts, business owners and professionals, endowments, and pension plans.Learn More
W. B. JACKSON & ASSOCIATES
Welcome! Thank you for visiting our website. We are a branch office of Securities America, Inc., located in the New Town section of Williamsburg, Virginia. We understand that everyone is unique and faces different challenges with their finances. Our personalized service focuses on your needs, wants, and financial goals and objectives.
We take pride in the fact that we are one of the only firms that actively coordinates legal and tax planning with investment management and income distribution on an ongoing basis. We look forward to the opportunity to visit with you and discuss the services we provide.Contact Us
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Knowing the rules may help you decide when to start benefits.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Good employee health can be great for the company’s bottom line.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Five phases to changing unhealthy behaviors.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?
Smart investors take the time to separate emotion from fact.
There are hundreds of ETFs available. Should you invest in them?
All about how missing the best market days (or the worst!) might affect your portfolio.