The Premier Source for Retirement Planning
Welcome to Jameson Financial Solutions
A Veteran-Owned Company
At Jameson Financial Solutions, we’re passionate about helping our clients achieve their ideal retirements. Our focus is on helping people with smaller investment portfolios demystify their retirement plans. The world of retirement planning can be daunting because of the impacts of taxes, healthcare, and market instability. We understand this, and we know how to help you navigate the system quickly and effectively.
When we first meet with clients, we perform a complimentary retirement analysis for them. It’s a highly detailed and personalized report that opens our client’s eyes to the world of tax-free income, social security maximization strategies, proper insurance planning, and ways to help maximize IRA and 401K benefits.
People with smaller portfolios are heavily underserved, which is why we continuously look for ways to better serve them. Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Giving back to our community is a cornerstone of the culture at Jameson Financial Solutions. We support the Veteran charities Folds of Honor and Team Addo.
Our 3 - Step Plan
Tailored For You
Step 1. Meet & Discover
A Conversation between friends.
How do your investments 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 we know, the better we can tailor your plan.
Step 2. Report
We develop your plan.
We go to work right away, creating a complete retirement analysis that we customize to your expected 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 planning seminar.
Our Services are Focused on PRESERVATION , GROWTH , and INCOME .
Our complimentary analysis focuses on these key retirement areas:
Tax-Free Income
Survivor’s Benefits
Life Insurance
Health Insurance Options
Retirement Strategies
IRA and 401K
Social Security Maximization
Click HERE to fill out our evaluation form to learn more about our customized approach to retirement.
SOCIAL SECURITY GUIDE
This Social Security Guide provides a clear and comprehensive overview of Social Security benefits, including when to start claiming, the impact of full retirement age, delayed retirement, spousal and survivor benefits, taxation, and recent legislative changes affecting filing strategies. It also addresses the long-term financial outlook of Social Security and factors to consider in making informed decisions about maximizing lifetime benefits for retirement planning.
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