William Jackson
CFP · Jackson College Planning
About William Jackson
William Jackson is the Southeast's leading college planning specialist, helping families find the best strategies to fund education without sacrificing retirement. He has guided over 200 families through the college financial planning process and saved clients an average of $45,000 in college costs.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $50,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
College Planning
Save smart for education with 529 plans, financial aid strategies, and college cost projections to reduce student debt.
Debt Management
Eliminate debt faster with personalized payoff strategies, consolidation advice, and credit score improvement plans.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Why Choose William?
14+ Years Experience
Proven track record serving clients since 2012
1 Professional Credentials
Holds CFP designations
91 Client Reviews
4.7/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with William has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
William is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with William for over 4 years and they have consistently delivered excellent advice. Their expertise in College Planning has saved us thousands.
Location
Nashville, Tennessee
Map integration available on request
Request a Free Consultation
Connect with William to discuss your financial goals. In-person or virtual meetings available.
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