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ABOUT

A hard-working insurance and investment planning firm, Jackson Kennedy advisors deliver well thought-out solutions to complex problems rooted in truth and accountability in a language people understand. 
Matthew R. LaMarre
Managing Partner
Aaron E. Wooster
Managing Partner

Office Location

matt@jackson-kennedy.com

810.626.3226 x. 102

 

In the spring of 2008 my wife and I welcomed our son Jackson (who is half the namesake) to the world and we as any parents were equal parts thrilled and terrified.  Four months after his birth I noticed a nagging pain in my side which as any man would do I ignored.  After a few days of that subtle pain becoming ever more persistent I self-diagnosed myself with Appendicitis and proceeded to the emergency room.

 

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aaron@jackson-kennedy.com

810.626.3226 x. 101

 

I made the transition from a local church where I served as a Pastor of youth and family ministry into the Financial Services industry in 2009. In many ways, I went from one "people business" to another. The personal interaction I have with my clients and the relationships that develop are what make me excited every day to come to work.

From the Owners

 

On a daily basis we provide advice and consultation regarding what, to us, is one of the most important aspects of safety and security in the life of our clients. When properly structured and implemented, insurance and investment products can have an immeasurably positive impact in the life of a family.

 

Take the mother that unexpectedly passes away from breast cancer, and the life insurance policy that allows her husband to raise their children, pay for college, and plan for retirement without a constantly looming financial burden. That policy might afford him the opportunity to work less and focus on the kids or provides the funding that allows the family to stay in their home and maintain their current lifestyle. Or maybe it's the retired couple whose Medicare Supplement plan allows her to receive the lifesaving heart surgery she needs from the provider she wants without crippling their retirement accounts.

 

From the investment management side of our business, prudent financial planning is a cornerstone to ensuring that your American dream, whatever it might look like, can become a reality. Investing in today's market allows ordinary citizens like you and I to financially participate in the profits of large multinational corporations that can grow a modest portfolio into retirement income to last a lifetime.

 

When improperly structured and implemented, insurance and investment products can have a devastating impact from which there can be no recovery. At Jackson Kennedy you can be sure to receive guidance of the highest caliber from a knowledgeable and trustworthy source. We look forward to earning your business and friendship.

Matthew LaMarre and Aaron Wooster, Jackson Kennedy Insurance & Investments

© 2015, Jackson Kennedy

 

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. The information, data, and opinions contained herein are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Jackson Kennedy LLC does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Jackson Kennedy LLC or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carriers an inherent element of risk, including the risk of losing invested principal. Aaron Wooster is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Jackson Kennedy Insurance & Investments and CoreCap Advisors are separate and unaffiliated entities. Matthew LaMarre is an investment advisory representative of and provides advisory services through Caitlin John Private Wealth Management. Jackson Kennedy Insurance & Investments and Caitlin John Private Wealth Management are separate and unaffiliated entities. Required CMS disclaimer regarding Medicare Part C & D plans - We do not offer every plan in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. 

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