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 Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
One way to find money is to examine your current spending habits and eliminate money wasters.
Lifestyle considerations in creating your retirement portfolio.
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.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
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 key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How will you weather the ups and downs of the business cycle?
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.