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What are your Financial Path Solutions?
Learn More about the Six Areas to Integrate
Map Your Areas to begin Developing Solutions
The 6 Areas of Financial Planning, when integrated, lays out a great pathway for a happy family lifetime. The pathway can be mapped with simple information. Clicked the “Map Your Areas” above to access your map’s input.

The Jamison Edward Group began in December 2019. Yes, we are a young company, but the advisors are seasoned professionals. We have over 45 years of experience with up and down markets, sudden passing of relatives, impacts of aging relatives, and the ability to persevere.

Our life experiences are our foundation to provide the 6 Integrated Solutions of R.E.T.I.R.E.

The strategies are revolving in that they alter based on the stage of life: Foundation Years, Accumulation & Growth Years, and the “Do What & When You Want” Years. The basic definition of retirement we use is this: Do what you want to do, on your own terms with the financial means to do it, and if you love what you do. . . don’t stop, just do it on Your terms."

“There is a secret psychology of money. Most people don’t know about it. ”
— T. Harv Eker

Personal Services
Personalized Advisory Planning

100% personalized solution based ONLY on your value and desire. We, you and us, will plan based on specific areas, such as:

Existing Situation (Debt & Assets)

Cash Flow

Financial Goals

Time Horizon

Tax Strategies

Employee Benefits Review

Risk Management

Estate Planning Services

6-Month Planning Oversight

We will meet with you each month by either video conference or in person for 90-minutes. We will review our baseline of goals established in the initial meeting and plan on how to execute the following months.

Asset Management
Portfolio Management

Portfolio Models are based on your Risk Tolerance Score. The models are constructed primarily of Exchange Traded Funds (ETFs) or Mutual Funds in order to optimize the risk with the intent of the investment strategy.

Management Fees

The fees are defined as tiered. Regardless of the value of the assets managed per account, everyone will have the same structure.