Today we’d like to introduce you to David Jackson.
David, we appreciate you taking the time to share your story with us today. Where does your story begin?
I’ve been a financial advisor for 30 years. My goal has been, in part, to serve the underserved community of Kansas City. Working with the so-called mass affluent versus the traditional wealthy investor class has given me a great deal of gratification. As one of my clients once said to me, the margin for error for the clients I work with is much smaller, providing them with much more value to get things right.
Financial education and financial literacy have been a big part of my practice, from providing public seminars to various speaking engagements and radio and television appearances. We all have similar struggles with our personal finances. Developing a clear idea of where you’re trying to go is the biggest determining factor in achieving financial success, whatever that means to you.
Can you talk to us a bit about the challenges and lessons you’ve learned along the way. Looking back would you say it’s been easy or smooth in retrospect?
Helping people invest for the future has definitely not been a smooth road. The markets can and will experience volatility and coupled with human behavior, can make outcomes even more challenging. Remembering the financial crisis of 2008, no one really knew where the bottom was or how long it would take to recover. I experienced many sleepless nights, with the weight of all my clients’ financial futures in the balance. It’s easy to look back and see the easy answer was to ride it out. When you’re in the middle of the storm you really don’t know where you’ll end up.
Thanks – so what else should our readers know about MODERN HORIZONS WEALTH ADVISORS?
We’re an independent financial advisor firm, with LPL Financial as our broker dealer. We went independent in 2019, just before the pandemic hit. We focus on retirement planning, diversified investments strategies, financial planning and insurance planning. Our clientele looks like the modern family from the traditional household, single parents, blended families, same sex families and all nationalities and ethnic groups. We take pride in being a welcoming business.
Do you have any advice for those looking to network or find a mentor?
It’s important to be a part of the community you serve. Being active and involved in things that are important to us allows us to make contributions and impact our community while making our clients aware that we care about many of the same things that they care about.
Contact Info:
- Website: https://mhwealthkc.com
- Facebook: https://www.facebook.com/ModernHorizonsWealthAdvisors
- LinkedIn: https://www.linkedin.com/company/modern-horizon-wealth-advisors
