Fred Fallis's Contact Details

Fred Fallis's Company Details

Jameson Financial Solutions

Tarpon Springs, FL, US • 5 - 9 Employees
Financial Services

Jameson Financial Solutions was founded to help clients transform their future by providing the tools to help them build a complete picture of their retirement. Our team has over 50 years of combined wealth management knowledge and experience that helps make the act of financial planning less complicated and more secure for all.Jameson Financial Solutions specializes in safe money and income-building strategies that help individuals plan for retirement, legacy, and other personal goals. We achieve a deeper understanding of our client's needs by taking the time to build personalized relationships that are based on trust, expert guidance, and advice. These tailored solutions provide our clients with safety, security, and the peace of mind they desire as they enter retirement.As a family owned and operated business, we live by the Greek principle of philotimo (meaning friend of honor), and the duty to do what is right by conducting ourselves and our business with loyalty, integrity, trust, and honor. OUR SERVICES:Retirement IncomeWe help our clients establish a solid income plan guaranteed to last as a lifetime so that they can enjoy retirement with confidence and certainty.Asset ProtectionPreserve retirement assets with a reasonable rate of return throughout retirement years without risk of loss.Estate MaximizationOptimize asset placement with a thorough evaluation of potential tax liabilities, probate avoidance, and opportunities to leverage the value of estates using the most recent estate planning tools.Qualified Plan RolloversWe help you take control of an employer-sponsored plan, consolidate multiple plans, or transfer funds to another employer plan.