Click on the Upload link above to upload your documents securely!

Kathy & Clark

We have been clients of Paul Jackson now for about 16 years and have always been impressed with his forthright manner and ability to explain financial matters in way that is understandable to us. One of his strengths is his willingness to address our overall financial picture and, in the light of our risk-averse personalities, guide us to a plan that suits our needs.

He has helped us stay the course when markets were not stable and we have appreciated his broad focus approach to our financial plan encompassing issues which would not have occurred to us if left to our own devices. With the passage of time our trust in Paul has grown, his ability has become evident and he has been readily available to us whenever we have doubts or questions, however inane they may be.

We have recommended Paul to a number of our friends and continue to do so without reservation.