Affluent Individuals + Families

Income Protection

Premature death or disability can have a catastrophic impact on your ability to provide opportunities for your family. Life and disability insurance provide critical protection on your most important asset: your ability to generate income for yourself and your family.

Estate Liquidity + Equalization

For families that have accumulated significant wealth, state and federal estate taxes, as well as taxes on IRAs and retirement plans, can claim 40% or more of one’s financial legacy. Jamieson Financial works with our clients and their professional advisors to craft efficient wealth transfer plans to maximize the impact you can have on your family and your charitable interests.

Legacy Planning

How many of us know who our great-grandparents were? Do we know their names, what they did, and what contributions they made to our family or society? Unfortunately, most of us do not know. Jamieson Financial works with families and their advisors to help create a lasting financial legacy that reflects your values and priorities.

Long-Term Care

For many Americans, the expenses associated with long-term care will be the largest expense of their retirement. 50% of Americans will need long-term care, and the average annual expense today is approaching $100,000. LTC insurance can help manage this cost and help preserve the lifestyle of your spouse and legacy for your heirs.

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