Cathy A Jackson, CKA®
Cathy has more than 22 years of experience servicing clients and the local community. Her philosophy is to work with honesty and integrity every day, and to offer exceptional customer service. She pays close attention to each client’s specific situation; listening to their needs, working closely with them, and developing long term relationships.
Beacon Financial Group was founded in 2006. Our goal at the end of the day, is to educate, inform, and empower clients by delivering accurate and timely financial information. We provide financial products and services in a disciplined and goals-based fashion that helps clients implement their financial plan effectively and in line with their objectives. Our desire is to serve others with excellence and in accordance with faith-based principles.
The complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, guided by expert counsel and experience. Cathy believes in a proactive approach to wealth management to minimize risks and provide greater opportunities.
She works with individual clients in the following areas: fee based financial planning, investment management, retirement income planning, insurance needs, estate planning and charitable giving.
Cathy holds the Series 7, 6, 65 and 63 registrations with NEXT Financial Group, Inc. as well as life and fixed annuities, accident and health, and variable life/variable annuity licenses. She is a member of the Financial Services Institute. As a Certified Kingdom Advisor® , Cathy has additional training which enables her to incorporate a Biblical perspective on financial decisions.
Cathy enjoys playing golf, gardening and cooking for her family and friends. She lives in East Fallowfield, PA, with her husband and three sons.