Whitman & Jackson CPAs PC
Lisa S Jackson CPA
Certified Public Accountant/Financial Advisor
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.
2222 W Pinnacle Peak Rd., Ste 240

Phoenix, AZ 85027
(623) 455-9630 Office
(623) 455-9634 fax
lisaj@whitmanandjackson.com
www.whitmanandjackson.com

Lisa is an Anthem resident who helps her clients realize their financial goals. She has over 28 years experience and works with many individuals as well as small to medium sized businesses in many industries valley wide.

Her comprehensive Wealth Care planning utilizes an approach called Method 10 and covers the following services:

  • Tax Planning and Preparation
  • Estate Planning
  • Investment Planning
  • Business Planning
  • Retirement Planning
  • Education Planning
  • Income Planning
  • Debt Management
  • Asset Preservation
  • Special Needs

Lisa is a licensed CPA as well as holding Series 7 & 66 Securities Licenses and is licensed for Life, Disability and Annuity Sales in Arizona.

Appointments are available at her Anthem home or at her Phoenix office. An initial consultation is offered at no cost.


  
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