Your life is busy enough without adding wealth management to the mix—but that doesn’t mean you should miss opportunities to protect and maximize everything you’ve worked for. At Jamison Hanson, we believe hardworking business owners and professionals deserve a better wealth management solution. That’s why we provide a comprehensive service that allows you to manage your accounting and financial planning services all in one place—so you can get back to living your life.
As a CPA financial advisory practice, we provide a holistic relationship that not only brings simplicity to your financial world, but helps you take advantage of timesaving and wealth-building opportunities. Our diligent communication allows us to maintain comprehensive oversight of your long-term goals while we reduce your tax burden and address day-to-day planning needs. When you work with us, you’ll have an entire team that’s privy to your financial landscape, making it easy for you to address all your financial questions in one place, at one time. Our fee-only planning structure ensures the focus is always on you—your goals, your opportunities, and your best interest. We’re not influenced by commission-based products, and our advice speaks solely to what serves you.
We know your life is busy, but that doesn’t mean it should be more complicated. We believe that by simplifying the process of holistic wealth management, we can become a catalyst that helps you achieve your biggest goals, save precious time, and gives you confidence about your future.
Our first step is to get to know you and what your financial world looks like. We’ll have a quick phone call to discuss what you’re looking to accomplish from your wealth management and how we can help you achieve your goals. During this call, you’ll also have the opportunity to ask us questions so you can get to know us better.
If we determine we’re a good fit for each other, we’ll set up a virtual or in-person meeting to discuss your financial goals in more detail. We’ll help you understand your risks compared to your potential rewards, and we’ll show you how to bring everything together to accomplish your goals. From there, we’ll outline systematic, efficient ways to make it happen.
Now it’s time to get started—once we have a plan in place, our team will work with you to help you implement each step of your financial plan. Each of our strategies is designed to help you reduce your tax burden, save time, and maximize your wealth, and we help you navigate each step so you can focus on living your life. We strive for constant communication so we can answer any questions you have along the way and ensure you don’t miss any opportunities.
Whether you need simple tax planning services or comprehensive financial planning, we make it simple to manage your wealth. Our firm offers three payment structures to suit our clients’ unique needs.
Our hourly rates vary depending on which staff member you work with and the level of expertise your planning requires. Clients on an hourly rate typically work with us in a one-off capacity, and our fees range anywhere from $75 to $295 per hour.
Clients leverage our monthly retainer model for both comprehensive financial planning and tax and accounting services. If you own a business, becoming a retainer client provides a simple way to manage your personal and professional taxes for one fixed monthly fee. Depending on your planning needs, our monthly retainer can cost between $95 to $595 for individuals, and $595 to $1995 per month for businesses.
Accounts Under Management
For clients with a traditional, comprehensive wealth advisory relationship, we leverage an Accounts Under Management (AUM) payment structure. It’s similar to a retainer model, but in this case, we structure our fees according to the quantity of assets we’re overseeing on your behalf.
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