INDIVIDUAL SERVICES

You are unique. So are your dreams, wishes, and desires.

Our planning process has been developed and refined over the years to help our clients better understand what they have, how it works, and where their biggest opportunities could exist.  

PLANNING FOR TODAY

  • Fee-Based Advice / Consultation
  • Cash Flow & Debt Management
  • Investment Management
  • Tax Management
  • Life Insurance

PLANNING FOR TOMORROW

  • Retirement Planning
  • Saving for College
  • Long Term Care
  • Estate Planning
  • Annuities

We partner with individuals at all stages of life. Whether you are “starting off on the right foot” or needing some advanced wealth management, we offer consultation and a competent and creative set of eyes to look over the progress you’ve made so far and determine one thing: Is there anything I’ve missed? Anything I could be doing differently that might produce a better result? 

In all of our years in the industry we realize that individuals need one thing; a coordinated planning process that zooms OUT to start with the big picture, and then zooms IN to execute specific strategies that will coordinate your financial goals with the rest of your world.

Regardless of what you’re trying to accomplish, our conviction is that when people know better, they tend to do better. We use tools that can help you visualize your financial world and the decisions that lay ahead. We invest our time and energy in helping to simplify complex financial mechanisms in order to bring a level of comfort and clarity.

So whether finances aren’t really your “thing” or you’ve been wildly successful in your own business and investment endeavors up to this point, we are here to help you identify opportunities, build cohesion, and gain clarity around the broader picture of your financial world.

Ready to connect the future to the present?

It all starts with a call. Let’s talk more about your future, your present, and the path that will connect the two. If you have questions and want to start with a conversation, click on the “Book a Consultation” button. If you’re ready to dive in head first, click the “Get Started” button to start our onboarding process.

©2022 Jameson Lett. Website by Brave Little Beast

Registered representative of, and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). 1593 Spring Hill Road, Suite 500 East, Vienna, VA 22182. (703) 847-9660. J.L. Jameson Lett is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. Customer Relationship Summary CRN202509-3244112