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Securities America - Williamsburg, VA

Call Us: (757) 258-3134

 
Private Technical Advanced

REAL CREDENTIALS

 

Bruce holds CLU® and ChFC® designations from The American College and CAP® designation from the Richard D. Irwin Graduate School.

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REAL EXPERIENCE

 

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.

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REAL RESULTS

 

We have a successful track record representing individuals, families, trusts, business owners and professionals, endowments, and pension plans.

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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.

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Helpful Content

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The Financial Literacy Crisis

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Systematic Withdrawals in Retirement

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Taking regular, periodic withdrawals during retirement can be quite problematic.

 

Buying vs. Leasing a Car

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One way to find money is to examine your current spending habits and eliminate money wasters.

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Lifestyle considerations in creating your retirement portfolio.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This calculator will help determine whether you should invest funds or pay down debt.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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