About

Lee Jackson is a Certified Exit Planning Advisor CEPA. He utilizes a system that rates the attractiveness and readiness of the business. Once all areas are identified, the low-scoring areas are focused on through workshops that will prioritize the most critical areas to address while teaching accountability to reach every goal. This creates a framework that makes the eventual transition less complicated. The same basic thought process is used for Lee’s Wealth Management clients. Lee discovers the needs, develops a plan to manage and address concerns and implements a plan to pursue the goals of the client. Having regular check ups will ensure the client stays on the right track. Lee and the client work on determining their goals whether it’s an income stream, passing on the most wealth to their children, using charitable trusts, foundations/donor advised funds to minimize taxes or to support an organization.

Channel Info

Performance