Welcome to Jamison & Associates where we believe that it is
your values and your goals that will inspire your success.
Our firm endorses a book that will help “light the way”
in navigating you safely through the financial fog, especially those who are honest and serious about creating a financial plan that you can get excited about, and truly designed to help you make the smartest choices about your money. The name of this book is Values Based Financial Planning™ (The Art of Creating an Inspiring Financial Strategy) written by Bill Bachrach.*
The author has brought into his book a peaceful and calming order to a process
that many have found to be too overwhelming to even complete.
Values-Based Financial Planning™ will help you connect with what is really important to you
and help you to set your goals to face your future with a new confidence.
OUR VISION STATEMENT
We genuinely care about each of our clients.
Understanding the client is central to everything we do;
we advise the client according to their needs, their goals and their plan for success.
We diligently strive to earn and keep our client’s trust and confidence;
in return, we give back our complete honesty and total integrity.
We provide comprehensive solutions through proactive strategies utilizing
a broad array of financial products and services.
We work as a team and expect uncompromising quality from each member
in knowledge, experience, creativity and follow through.
The ultimate success of our client is our only success!
We encourage you to explore our site and learn more about the services we provide.
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 785-842-3976. We look forward to hearing from you.
* Opinions voiced in Values Basee Financial Planning™ are not intended to provide specific advice and should not be construed as recommendations for any individual. To determine which investments may be appropriate for you, consult with your financial professional. Please remember that investment decisions should be based on an individual's goals, time horizon, and tolerance for risk. Furthermore, National Planning Corporation (NPC) does not endorse the opinions in the book. NPC is not to be held responsible for and may not be held liable for the accuracy of the information available.
Bill Bachrach is not a NPC representative.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or s solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities licensed associates of Jamison and Associates are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member
FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Jamison and Associates and NPC are separate and unrelated companies.
