Investment & Tax Planning

A plan uniquely yours
Advisors working uniquely for you

Tom and Gayle craft an investment plan that is unique to your life. They don't try to fit you into a pre-packaged plan; instead, they help you create one that is designed for your unique needs, wants, goals and priorities.

Their client-centered philosophy puts your interests above all else. Their knowledge of both tax and estate planning allows them to incorporate tax reduction strategies into all aspects of your financial life.

Tax preparation & tax management

Jemison & Jemison handle tax-related work year-round and provide tax preparation services for individuals, estates, trusts, and small businesses. When it comes to tax preparation, Tom and Gayle measure their success not by the number of returns completed, but instead by the quality of the results and the personalized service they provide.

In addition to tax return preparation services, Jemison & Jemison offer the experience to guide you and your family through even the most complex tax issues. Tom and Gayle are both Enrolled Agents, and Gayle worked for the IRS for twelve years.

As CFP® professionals, Tom and Gayle assist their clients with many financial issues, including the intricacies of trust and estate taxation, probate proceedings and trust administration (working closely with your attorney), and the use of trusts as a tool to help accomplish your financial goals.

Investment & risk management

Preserving what you have accumulated is more of a priority as you approach and enter your retirement years. Even if you need additional growth in your nest egg, your plan should include reducing, deferring, or defraying the major threats to your wealth – income and estate taxes, your portfolio's level of tax exposure, and medical and long-term care costs in your life or the lives of your loved ones.

With tax savings and tax deferral in mind, Jemison & Jemison crafts a unique investment plan for you: one with the potential to preserve and enhance the wealth you have built so carefully, one that can help you enjoy a smoother transition from your business or corporate career.

Life isn't always simple; you may have many goals for your invested assets. A single investment strategy can rarely be optimized to match multiple goals. Tom and Gayle help blend unique investment strategies, each tailored to meet your personal goals.

A long-term outlook

Many investment brokers focus exclusively on short-term results. While those are certainly important, retirement planning and retirement investment management must look beyond the short term. Instead of "playing the market," Jemison & Jemison use the market as a tool – only as needed and within your unique plan – to help you live your life with confidence. Tom and Gayle focus on your after-tax return, the creation of tax-advantaged savings, and the long-term health of your portfolio.

Take care of retirement, investment and tax planning in one place – Jemison & Jemison.

In this friendly, welcoming environment, you can find the integrated investment and tax planning advice you need to help you make "Tax-Smart Retirement Plans" - to live the life you and your family deserve.