About Us

How We Work

Derek Jameson's career in retirement planning began in 2002. His early planning years focused on helping nursing home residents, veterans, and surviving spouses with protecting their finances and estates while trying to pay for senior healthcare expenses.

Jill Jameson began planning the estates of senior adults in 2010. She taught first grade for 10 years and spent another 10 years teaching a reading program and working with special education students. She brings a unique perspective to the planning world since she has worked with such a wide range of ages over the years.

Today, Derek's and Jill's knowledge of retirement planning concepts allows them to help virtually any individual or family that is looking ahead to or finding themselves already in retirement.

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