Jonathan Jackson has dedicated 33 years helping individuals have a “Safe and Secure Retirement”. He ensures that all components of a client’s financial affairs work in collaboration for the best possible outcome.
His company specializes in identifying potential loopholes of financial accounting and estate plans; and detects where unnecessary moneys and taxes are “falling through the cracks”. He instills in his clients and community a true understanding of the disadvantages of an unplanned retirement and the costly mistakes that could arise from the lack of preparation and the attention to detail.
Developer of his proprietary “Tax Advisory Approach” he utilizes this straightforward method for assessing the impact of any major financial decision. With this information, he can successfully counsel on strategy, investment planning, tax analysis and income planning.
Mr. Jackson’s capability, coupled with his commitment to his clients is evident in the results he has provided. His knowledge and unmatched ability to serve his clients and community has afforded him recognition from his peers. He’s been repeatedly recognized as a premier authority by top companies in the industry. Often, he is asked to lead educational training courses at industry meetings and conferences. He is respected for his fresh perspective and unique approach.
Financial Advisors and other collaborating professionals such as Attorneys and Certified Accountants have benefited from his background in Tax and Income Planning. Strictly specializing in tax savings and retirement planning for seniors, his popular strategies have helped countless Central Florida residents achieve a safe and worry-free retirement. As an accredited member of the Business Member of the BBB (A+ Rated since 2003), his main focus is on serving the financial future of Senior America by protecting their assets. In addition to managing Freedom America offices nationwide.
James (Jim) Mayer has worked in the financial services industry over 32 years and has focused on delivering retirement benefits to Fortune 500 companies. Jim’s passion for providing world class service to his many clients allowed him to progress in his career ultimately becoming a senior leader at one of the largest benefits providers in the retirement industry. Jim is now using his many years of retirement experience to deliver solutions to individuals.
Born and raised in Northern New Jersey, Jim attended both Temple University in Philadelphia and St. Peter’s University in Jersey City earning a Bachelor of Science in Marketing Management and a minor in mathematics. Jim started his professional career while a senior in college working at the former Bankers Trust Company as part of a cooperative education program and learning the retirement industry from the ground floor. Upon being hired full time, Jim was part of the Bankers Trust management training program and was a bank officer upon his departure after seven years to relocate to New England to take a project management position at State Street Bank. While at State Street, Jim worked on the most complex retirement plans in the US and was promoted to Senior Vice President overseeing many very large corporate retirement clients. Upon the creation of a joint venture between State Street Bank and Citigroup called CitiStreet, one of the largest retirement services providers in the US, Jim was promoted to Executive Vice President managing the entire corporate market division managing several hundred employees consisting of hundreds of large, retirement plans servicing millions of participants and hundreds of billions in plan assets. Many of the clients in Jim’s scope of responsibility were household names such as Boeing, Aetna, ExxonMobil, Honeywell and Nestle.
Jim finished his corporate career at both ING and Voya Financial after ING purchased CitiStreet and Voya was created from a spin-off from ING. Jim managed service delivery and project management for the large corporate division of Voya Financial. Jim has vast experience with ERISA retirement plans, non-qualified plans, and stock purchase plans and also with project and relationship management. Jim has been trained in Six Sigma, LEAN, and Continuous Improvement corporate programs. As an expert in large retirement plans, Jim regularly attended industry conferences and has also been a speaker at both client
and retirement industry conferences.
Jim is married and has two teenage children, one attending Liberty University and the other Bishop Feehan High School. Jim has coached baseball and football and supports a variety of charities. When not involved with clients, Jim enjoys spending time with this family and also enjoys fishing and is an avid follower of New England sports teams.
Sue Mayer, of Freedom America Retirement Services of New England, has a passion for enabling people to live in financial peace. Her educational background and degree is in education. She was a teacher in her earlier years, later transitioning into the financial services industry where she was a Sr. Vice President with a national financial services company.
Additionally, she used her teaching skills at State Street Bank and Trust where she became a corporate trainer, specializing in retirement plans and ERISA (Employee Retirement Income Security Act, which was enacted by the US Department of Labor to provide protection to individuals enrolled in pension plans). Her experience and job responsibilities brought her to Fortune 500 companies, educating their employees in all aspects of their defined contribution and defined benefit plans. She was then asked to join New York Life Investment Management Company to assist in starting their retirement plan daily valuation business and to develop the employee training and education.
Sue left corporate America during her children's formative years, working on a part-time basis at her church as Children’s Pastor. She also created a charitable based company, funding overseas and domestic needs. She taught home economics and basic finance at the high school level while coaching the girls’ varsity basketball team. She served as a board member, assisting in the start-up of a private high school. Her daughter attends Liberty University in Virginia and enjoys traveling to third world nations for philanthropic and missions work. Her son attends Bishop Feehan High School and is an avid sports enthusiast.
In addition to her desire to ensure retirees do not out-live their money, Sue has assisted families who are struggling financially, teaching thrift, a strong work ethic, and the importance of an outward focused, financial mentality.