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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

Estimating the Cost of College

Estimating the Cost of College

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

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Stop Wasting Money

Stop Wasting Money

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

 

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Systematic Withdrawals in Retirement

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

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

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Business Cycle

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

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