About My Practice
Lyman H. Jackson, CFP® takes a thoughtful, consultative approach to helping his clients assess their situation and build a plan to achieve their long-term financial goals with confidence. His approach is driven by fact that one's finances are not an end, but a means to an end. Mr. Jackson is devoted to helping his clients capitalize on opportunities and being prepared to weather downturns when they occur.
A 20 year veteran of four major investment firms in Boston, Mr. Jackson has a unique perspective on what it takes to succeed financially. He uses this experience to construct solid plans that are customized to each client situation.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance: MA, Health/disability insurance: MA, Fixed annuities: MA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certificate - Pensions & Employee Benefits
Considerations: All financial and investment planning is fee-based. Occasionally clients will request that we research and recommend insurance which is commission-based.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.