Our Services
At Jameson Financial Solutions, we offer a range of financial services focused on helping people with smaller portfolios prepare for retirement. We pride ourselves on developing a personalized retirement report for our clients. This comprehensive report addresses tax strategies, healthcare planning, social security strategies, and more to help you get the most out of your retirement. This report is complimentary for our clients aged 55 and over.
All of our financial services fall under our 3-Step Plan tailored for you. Once we develop your retirement report, we will continue to work with you as often as you need to ensure you have a clear retirement path laid out. We will be your partners on your journey to a secure and well-planned retirement.
Our 3-Step Plan
Tailored For You
Step 1. Meet & Discover
A conversation between friends.How do your retirement decisions impact your family and you in retirement? When should you retire? What will your income be in retirement? We’re an open book during this phase — the more information we share, the better we can tailor your plan.
Step 2. Report
We develop your plan.We go to work right away, creating a complete retirement report that we customize to your retirement benefits and savings.
Step 3. Share
Stand and deliver.After we’ve finalized your retirement plan, we will walk you through your report point-by-point, answer any questions and ensure you understand everything. Think of it as your own personalized retirement seminar.
Retirement Strategies
At Jameson Financial Solutions, we create a customized plan to get you to your ideal retirement. This plan will cover all areas of your retirement, including income strategies, healthcare plans, insurance options, tax-minimization strategies, and more. We want to be a resource and partner for you in your journey to retirement.
Healthcare Planning
Healthcare will be the most significant expense in retirement for most people, and choosing the best healthcare plan to fit your needs can be a challenging task. You have many options to choose from, and our team is available to help you confidently make the best decision. We will help you determine if Medicare fits your needs, what supplements will work best for you, and what long-term care coverage provides the best fit for your unique situation.
IRA and 401K
When you partner with Jameson Financial Solutions, you don’t have to wonder about your retirement account options because we’ll share the insights to help you make the most of your plan. When it comes time to retire, you’ll face many choices concerning your long-term investments. We’ll help you review your options and choose the best scenario for your needs.
Tax-Free Income
At Jameson Financial Solutions, we take an integrated approach to retirement planning that includes tax minimization strategies. We have the right professionals to help with every financial move you make.
Having a comprehensive retirement plan with tax-smart investment strategies that provide tax-free income is vital. Remember, it’s not only what you make but what you keep!
Serving Clients Nationwide
