About Us |
Derek Jameson | Federal Retirement Consultant
Derek Jameson is a Federal Retirement Consultant with over 20 years of experience in retirement planning, estate 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.
In addition to his professional life, Derek has been happily married for 29 years and is the proud father of a daughter and son-in-law and grandfather of a new grandson. A long time musician, Derek is a multi-instrumentalist with guitar as his main instrument. He has performed live with various artists and served at his church as part of the music ministry for many years. Derek looks forward to helping you and your family achieve a secure and stable financial future. You can schedule an appointment on his calendar by scanning the QR code below or contact him directly for questions and appointments. |
Our Services
What We Do For Clients |
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!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, 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 to 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. |
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Serving the entire U.S |