Rock Solid Retirement Income Strategy
Peace of mind that comes with retirement income that's guaranteed to last as long as you do!
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Meet Derek
Derek Jameson
Derek Jameson has over 24 years of experience helping businesses and families with retirement planning, estate planning, tax planning, and financial problem solving. Families choose to work with Derek because they want their retirement years to be guaranteed and predictable regardless of economic fluctuations, stock market volatility, or governmental changes.
Derek looks forward to helping you and your family achieve a secure and stable financial future.
Away from the office, Derek celebrates 31 years of marriage, time with his grandson, and a lifelong love of music.
What We Do For Clients
Our Services
Asset Protection
Retirement doesn't mean that it's time to stop growing. Same holds true for your money. It should mean, however, that it's time to stop taking unnecessary risk. We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
30+
Extended Care Planning
The statistics are not in our favor; a plan to address these costs should be included in every retirement strategy. The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don't.
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It's very likely you'll spend 30 years or more living in retirement without earned income. We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
Retirement Tips, Straight to Your Inbox
Subscribe free and get Derek's plain-English tips by email — estate planning, tax planning, protecting your assets, planning for extended care, and making your retirement income last. Practical guidance for businesses and families, plus a direct line to Derek whenever you're ready to talk.
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