Financial Needs Analysis

Trying to plan for financial dreams and future risks can be a challenge. Proper planning can help you meet your goals and secure your financial future at every stage.

The Jamison Legacy Group has cultivated strategic alliances with several of the industry’s top agencies to provide our clients with financial education, innovative products and excellent customer service that will work along side you for complete and total success.

Personal Legal Plan

Protect your family, your business, and your personal identity. Get top areas of law covered by a personal legal plan from LegalShield and IDShield. Through JLG’s partnerships, we can provide affordable comprehensive coverage in case of accidents, life events, or just simple document reviews.

Personal Legal Plan

Protect your family, your business, and your personal identity. Get top areas of law covered by a personal legal plan from LegalShield and IDShield. Through JLG’s partnerships, we can provide affordable comprehensive coverage in case of accidents, life events, or just simple document reviews.

Live Richer Challenge

Tiffany ‘The Budgetnista’ Aliche, is an award-winning teacher of financial education and is quickly becoming America’s favorite, personal financial educator. The Budgetnista is also an Amazon #1 bestselling author.

Help Your Money Grow

There are various types of credit scores. Get credit wellness in the palm of your hands, wherever life leads. Point your score in the right direction and discover credit wellness. 

Help Your Money Grow

There are various types of credit scores. Get credit wellness in the palm of your hands, wherever life leads. Point your score in the right direction and discover credit wellness. 

Free Budget Worksheet

Adjust your spending as needed until you reach your ideal budget. Need help with other money matters? Check out more financial calculators from NerdWallet.

Track spending by category, compare months and spot ways to save.

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