About Us

Home-Town Reliability

We are an independently owned and operated financial firm local to Middle Tennessee. When you choose Jackson Financial & Retirement Services, Inc., you are choosing a team of professionals who live and work where you do. You can rest assured that when we work for you, we take great pride in knowing that we are working for our community. You may not see our name on a football stadium somewhere across the country, but you will see us actively serving in our local community and giving to local charities. With our commitment of nearly 10 years to the Middle Tennessee community we live and work in, you can trust in us that we are here to stay and we are here for you.  

Commitment to Customer Service

Great customer service drives everything we do. We realize that personal financial planning can seem overwhelming at times. That is why we are here to provide you with the best service possible. Whether it's the smiles that greet you when you walk in the door, the friendly handshake that lets you know you can trust us, or the continued support after you leave the office, our clients receive the best in customer service. We will help you feel at ease with your financial planning process. One visit is all it takes to see why our clients have chosen us. 

Individualized Approach 

At Jackson Financial & Retirement Services, Inc. we know that every client has different needs, wants, and desires. Every person also has their own idea of what they want to do with their money. That's why we tailor every financial plan to match our clients' individualized needs. We give you one-on-one service backed by the support of our entire team to make sure that your financial plan is as unique as you are. When you invest with us, we invest in you. 

Meet Our Team 

Jeff

Jeff Jackson has been serving clients in Coffee County for nearly a decade. Jeff graduated from Robert Morris College with a degree in Business Management in 1990. He has continued his education over the years and has obtained the AAMS® from the College for Financial Planning in 2004. Jeff earned the nationally recognized CFP®, CERTIFIED FINANCIAL PLANNER^TM, designation in 2007 from Kaplan University.

Jeff is married to his wife, Tiffiney and they have two daughters. Jeff is very active in the community and their organizations. Currently, he spends his free time helping with his children's activities and serving on the board of the Coffee County Drug Court.

Jeff is deeply committed to helping every client define, develop and achieve their financial goals. Being independent allows him to work comprehensively with his client's wealth management plans. He utilizes a disciplined approach that concentrates on wealth management issues that our research shows is important for clients to address.

Carol, a graduate of Coffee County Central High and Fall's Business School is a hometown girl. She has been with us for over four years and is the first smile to greet you when you walk in the door. Married with one daughter and two grandchildren, Carol is a loving mother and grandmother and an active member of the community. She loves to meet and share stories with clients whenever they stop in for a visit. So share a story with Carol the next time you stop in.