Lyman H. Jackson,  CFP<sup>&reg;</sup> - Financial Advisor

Lyman H. Jackson, CFP®

AIF® MBA

Managing Partner

Financial Planning Solutions

120 Wells Ave
Newton Center, MA 02459
FINANCIAL ADVISOR'S WEBSITE
(800) 224-0132
(617) 630-4978
CONNECT WITH Lyman
  • linkedin link

General

Lyman Jackson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Planning Solutions in Newton Center, MA and the surrounding communities.

Financial Advisor Overview

Lyman H. Jackson, CFP® takes a thoughtful, consultative approach. He helps 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.

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Financial Advisor Experience

Lyman specializes in working with busy professional families, parents of college-bound students and soon-to-be retirees. He also designs state-of-the-art retirement plans for small business owners. If you are committed to changing your financial future, he will help you make smart decisions and avoid costly mistakes.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certificate - Pensions & Employee Benefits

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Not applicable

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Employee Benefits, Real Estate, Job Loss, Retirement, Life Planning

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Helpful Financial Planning Resources