The Premier Source for Retirement Planning

Welcome to Jameson Financial Solutions

 

We’re 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.

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Serving Clients Nationwide

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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.

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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.

Download Our Latest Guide

5 Keys to Retirement Planning in 2022

This is the year for a renewed focus on preparation in the five key areas of retirement planning. These are the building blocks of any solid retirement plan, and this guide will detail each one. Now is the time to create a truly comprehensive retirement plan that addresses each of these areas.

Start Reading Today!
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Catch The Latest Retirement News And Information From Jameson Financial Solutions!

Or read an article about us

featured in Advisors Magazine

Making Sense of Federal Benefits
By: Joe Innace with Harry Jameson

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Refer Your Friends and Family

A simple way to share the financial confidence you’ve gained with the people you care about most.

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Know Your Income in Retirement

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