Our Process
Your Path to Retirement Security
The Jameson Approach to Retirement Planning
Achieve Your Financial Goals
At Jameson Financial Solutions, we guide individuals and families through each stage of their retirement journey. Our process is designed to bring clarity, confidence, and peace of mind to retirement planning—no matter the size of your portfolio. With a personal touch, time-tested expertise, and a commitment to ongoing partnership, our process ensures retirement planning is straightforward and effective.
Why Choose Jameson Financial Solutions?
Retirement can feel overwhelming with all the moving pieces: income planning, healthcare expenses, taxes, Social Security, and more. At Jameson, our mission is to make this complex process clear and manageable. We treat every client like family and take pride in offering personalized attention throughout every step of the planning process.
The Jameson 7-Step Retirement Planning Process
Step 1: Discovery
Meet with your dedicated retirement coach for a relaxed, open conversation about your goals, finances, and retirement visions. The coach will gather the key pieces of your financial puzzle so they can truly understand your needs.
Step 2. Custom Report & Review
You'll receive a detailed, personalized retirement analysis. This visually outlines your current situation and covers income streams, savings, investments, insurance, and Social Security. Your retirement coach will review the report with you on a one-hour virtual session to ensure you understand every aspect.
Step 3. Q & A Session
Bring your questions to this session, whether they seem big or small. Your retirement coach will answer complex retirement questions, address your concerns, and help you explore available strategies to ensure you have clarity and confidence in your plan.
Step 4. Plan Finalization
After thorough review and refinement, we finalize your retirement plan. Together, we make smart, actionable decisions so your plan is ready for you to put into action.
Step 5. Annual Review
Life and markets change, and so should your plan. We schedule annual check-ins to assess your progress, update your plan as necessary, and make sure your retirement journey stays on track.
Step 6. Retirement Preparation
As you approach retirement, we help you prepare for a smooth transition, from organizing paperwork and confirming benefits, to making sure you’re ready for the next phase.
Step 7. Retire and Adjust
Retirement isn’t a finish line; it’s the beginning of a new chapter. We continue to support you with regular reviews and adjustments, helping you adapt your plan as your needs evolve in retirement.
Start Your Retirement Journey Today
Get Connected with a Retirement Expert Who's a Trusted Partner
At Jameson Financial Solutions, our step-by-step process is designed to bring you confidence for every stage of life and retirement. Let us be your trusted partner in creating a retirement plan as unique as you are.
Take Your Next Step
Our team is here to assist you. Start planning today! Don’t wait until you're a few years or even a few months away from retirement to get answers. Schedule your appointment now and let us show you the difference the right plan, true expertise, and personalized care can make for your future.
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