Jeff Jackson, CPA/PFS, CFP

Jeffrey A. Jackson, CPA/PFS, CFP
Richmond, Indiana

Jeffrey A. Jackson, CPA/PFS, CFP

Jeff joined the firm in 1980 after graduating Magna Cum Laude from Ball State University. He became a director in 1989 and serves many of the firm’s professional clients. Jeff’s focus is on tax and financial planning issues of professionals and closely-held businesses.

Jeff focuses on assisting clients in planning for retirement. Often, his work involves the preparation of retirement feasibility analyses. He also assists clients of all types in structuring and implementing retirement savings plans. Jeff’s planning efforts often include developing business transition and estate plans for business owners and professionals. He is also called upon to assist clients in structuring financial settlements in divorce proceedings.

Jeff is a member of the Board of Directors of the Economic Development Corporation of Wayne County. He has served as president of the board of the Richmond Symphony Orchestra, the Reid Hospital and Health Care Services Foundation Board and the Forest Hills Country Club Board.