JAMESON FINANCIAL SOLUTIONS, INC.
ODESSA, FLORIDA

That’s why we make income planning our top priority at our firm. We help our clients establish a solid income plan guaranteed to last as long as they do. In other words, the income plans we prepare for our clients are If an income plan is the most important thing in retirement, peace of mind might be the second. Let us help you create and income strategy you can’t outlive so that you can enjoy retirement with confidence and certainty. of your retirement assets. But it doesn’t mean that growth has to stop. In fact, that’s one of the ways we help our clients the most, by helping them receive a reasonable rate of return throughout their retirement years. The difference is, We specialize in helping our clients make asset protection and preservation their top priority. Many people underestimate the devastation of losses to their portfolio due to market declines and don’t realize how difficult it can be to rebuild an account. We believe that the best way to make a dollar is to keep it. Retirement is a critical time and most retirees simply don’t have the time to recoup losses in their portfolios. Let us show you how we help our clients achieve a reasonable rate of return, in many cases averaging 4 to 6%, and without ever subjecting their retirement accounts to loss – guaranteed! Because of the constantly changing estate tax laws and emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this filed and advise clients on a day-to-day basis. Changing jobs and retiring are two transition times in our lives that can be stressful. Fortunately, we work with people every day who are in the same situation and looking to take control of an employer-sponsored plan or just need help transferring the money to another employer plan. We make a seemingly daunting task easy and are happy to help you with your qualified plan questions and needs. Let us help you determine if a rollover is the right move for you! Give us a call today at (727) 935-7194. That’s why we make income planning our top priority at our firm. We help our clients establish a solid income plan guaranteed to last as long as they do. In other words, the income plans we prepare for our clients are If an income plan is the most important thing in retirement, peace of mind might be the second. Let us help you create and income strategy you can’t outlive so that you can enjoy retirement with confidence and certainty. of your retirement assets. But it doesn’t mean that growth has to stop. In fact, that’s one of the ways we help our clients the most, by helping them receive a reasonable rate of return throughout their retirement years. The difference is, We specialize in helping our clients make asset protection and preservation their top priority. Many people underestimate the devastation of losses to their portfolio due to market declines and don’t realize how difficult it can be to rebuild an account. We believe that the best way to make a dollar is to keep it. Retirement is a critical time and most retirees simply don’t have the time to recoup losses in their portfolios. Let us show you how we help our clients achieve a reasonable rate of return, in many cases averaging 4 to 6%, and without ever subjecting their retirement accounts to loss – guaranteed! Because of the constantly changing estate tax laws and emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this filed and advise clients on a day-to-day basis. Changing jobs and retiring are two transition times in our lives that can be stressful. Fortunately, we work with people every day who are in the same situation and looking to take control of an employer-sponsored plan or just need help transferring the money to another employer plan. We make a seemingly daunting task easy and are happy to help you with your qualified plan questions and needs. Let us help you determine if a rollover is the right move for you! Give us a call today at (727) 935-7194. That’s why we make income planning our top priority at our firm. We help our clients establish a solid income plan guaranteed to last as long as they do. In other words, the income plans we prepare for our clients are If an income plan is the most important thing in retirement, peace of mind might be the second. Let us help you create and income strategy you can’t outlive so that you can enjoy retirement with confidence and certainty. of your retirement assets. But it doesn’t mean that growth has to stop. In fact, that’s one of the ways we help our clients the most, by helping them receive a reasonable rate of return throughout their retirement years. The difference is, We specialize in helping our clients make asset protection and preservation their top priority. Many people underestimate the devastation of losses to their portfolio due to market declines and don’t realize how difficult it can be to rebuild an account. We believe that the best way to make a dollar is to keep it. Retirement is a critical time and most retirees simply don’t have the time to recoup losses in their portfolios. Let us show you how we help our clients achieve a reasonable rate of return, in many cases averaging 4 to 6%, and without ever subjecting their retirement accounts to loss – guaranteed! Because of the constantly changing estate tax laws and emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this filed and advise clients on a day-to-day basis. Changing jobs and retiring are two transition times in our lives that can be stressful. Fortunately, we work with people every day who are in the same situation and looking to take control of an employer-sponsored plan or just need help transferring the money to another employer plan. We make a seemingly daunting task easy and are happy to help you with your qualified plan questions and needs.