By Steven Jamison, CFP®, CPA
Life is complicated. Add money to the picture and things get downright overwhelming. And while most people resign themselves to the fact that finances are confusing and they just need to muddle through, here’s a secret: Financial strategies that are meant to keep you on track and bring you closer to your goals don’t have to be complicated.
That’s our mission at Jamison Hanson: To make the complex brilliantly simple so you can stay organized and focused on your dreams and goals. We are the simple solution to wealth management, helping our clients save time, build wealth, and live life to the fullest through comprehensive financial planning.
Who We Are
Jamison Hanson is a full-service, fee-only financial planning and accounting firm. Our advisors have decades of experience serving hardworking business owners and professionals. We take care of you by taking complete care of your money with our comprehensive wealth management services. We help busy people capitalize on opportunities and get back to the lives they love.
What We Do
By providing full-service accounting and financial planning for both your personal and professional worlds, our firm gives you the ability to take care of all your financial needs in one place, at one time.
Our services include:
- Tax planning and preparation
- Business accounting and bookkeeping
- Budgeting and cash flow analysis
- Advanced pension plan design
- Payroll and bill pay services
- Financial statement preparation
- Accounting system setup
- Investment management
- Tax minimization
- Retirement planning including paycheck replacement and on-track planning
- Business planning
- Estate and legacy planning including trust and estate administration
- College planning
- Charitable planning
How We Help
Through these services and more, we help you:
- Simplify your finances: We are a one-stop shop for all your financial needs.
- Optimize opportunity: By meeting with you on a regular basis and reviewing your entire financial landscape, we’re able to help you take advantage of wealth-building opportunities you might otherwise miss.
- Save money: As Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professionals, we provide in-depth tax expertise that helps you minimize your tax burden and keep more of what you earn.
In addition to our specialized knowledge of tax, financial planning, and business management, we also have established relationships with attorneys and other centers of influence. This means we have high-quality referrals for every situation. Whether you need high-touch assistance to administer an estate when a loved one passes away, or you’re looking for guidance on which retirement plan works best for your business, Jamison Hanson is a trusted partner for all your financial needs.
Who We Serve
Our clients are successful, hardworking people who want to optimize their wealth and need a simple way to make it happen. They have busy lives and desire assistance minimizing their tax burden and capitalizing on opportunities.
Our professional capabilities as both Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professionals give us the unique ability to provide comprehensive tax and financial planning services for clients in a broad range of industries, including:
- Professional practice owners including dentists, optometrists, veterinarians, medical specialists, and attorneys
- Personal representatives and trustees
- High-net-worth individuals and families
The Jamison Hanson Difference
At Jamison Hanson, we make even the most complicated situation simple. Our specialized blend of expertise makes us uniquely equipped to handle all your financial needs under one roof.
Steven Jamison is President at Jamison Hanson, a full-service, fee-only financial planning and accounting firm. As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional with more than 10 years of experience, Steven uses his specialized knowledge of tax, financial, and management matters to enhance the lives of personal representatives and trustees and professional practice owners (especially dentists) in Oregon and along the West Coast. With a passion for simplifying finances, optimizing opportunities, and saving money, Steven provides customized wealth advisory and accounting services, including investments, income and estate tax planning and compliance, and retirement planning, so that his clients can stress less and feel more confident about reaching their goals.
Steven prioritizes his clients, building long-lasting relationships that make a significant impact on their financial lives. He graduated cum laude from Brigham Young University with a Bachelor of Science in Accounting and is a member of the Willamette Valley Estate Planning Council and American Institute of Certified Public Accountants. Outside of work, Steven enjoys spending time with his wife, Rachel, and their five children. You can often find him adventuring in the outdoors—biking, hiking, traveling, and swimming. In addition to the Willamette Valley, they enjoy the splendor of the high desert of central Oregon and lush beauty of the Hawaiian Islands. To learn more about Steven, connect with him on LinkedIn.