Our Services
Jamison & Associates utilizes a thorough financial planning process to develop a Plan of Action
to help you meet your financial needs through:
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Personal Financial Statements*
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Credit & Borrowing Assessment
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Investment Planning & Management*
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Retirement Planning*
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Insurance Planning
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Special Needs Planning
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Charitable Giving Planning*
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Foundation Asset Management
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Trust Asset Management*
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Coordinate with Tax Accountant
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Asset Protection (Preservation)
Upon the implementation of your plan, we continue to monitor,
on an ongoing basis, all areas that affect you and your family’s wealth.
Jamison & Associates Deliverables Jamison & Associates Compensation
* Securities offered through NATIONAL PLANNING CORPORATION (NPC),
Member FINRA/SIPC (See our "Home" page for the full disclosure statement).
NPC does not offer tax planning services.
Should you have any questions or would like more information on our firm, please feel free to
email us at Tracie Jamison or call us at 785-843-3976. We look forward to hearing from you.
Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our website and assume total responsibility and risk for your use of the site you are linking to.
