Welcome to Jamison & Associates

We believe YOUR values and YOUR goals will inspire YOUR success!

value based financial planning book cover

Get Your Free Book Today!

Our firm endorses a book that helps "light the way" and navigates you safely through the financial fog. This guide will be especially helpful if you are serious about creating a financial plan designed to help you make the smartest choices with your money: A plan you are excited about! The name of this book is Values Based Financial Planning™ (The Art of Creating an Inspiring Financial Strategy) written by Bill Bachrach.*

The author brought into his book a peaceful and calming order to a planning process that others 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. Our ability to understand you, our client, is central to everything we do. We give you advice according to your needs, your goals, and your custom plan for success. We diligently strive to earn and keep your trust and confidence as we give you our complete honesty and total integrity. Our comprehensive solutions provide you with proactive strategies which utilize a broad array of financial products and services as well as a systematic approach to the changing tides of the Market. Our team expects uncompromising quality from each member in their knowledge, experience, creativity, and follow through.

* Opinions voiced in Values Based 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, Cambridge Investment Research Advisors, Inc., does not endorse the opinions in the book. Cambridge 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 Cambridge representative.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, offered through Registered Representatives of Cambridge Investment Research Advisors, Inc., a broker-dealer, member of FINRA/SIPC, to residents of California and Kansas.

Cambridge and Jamison & Associates are not affiliated.

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