Jamie Mattingly
Founder of Generational Financial Education Foundation, Offering Financial Planning with various advanced strategies, Tax-Smart Income, Long-Term Care & Legacy Planning | Solution Consulting, LLC | Tax-Preparer
- Role
- Independent Broker of Legal Services Plans at PPLSI
- Location
- Springfield, MO, US
- LinkedIn followers
- 500 followers
About Jamie Mattingly
Jamie Mattingly specializes in designing thoughtful, forward-looking retirement and legacy strategies for individuals and families who want clarity, confidence, and long-term security. Jamie believes wealth is more than a balance sheet—it’s the result of years of hard work, intentional decisions, and values worth passing on. Every strategy is built with that bigger picture in mind: protecting what you’ve earned, creating dependable income, and preserving a meaningful legacy. Jamie provides customized planning solutions focused on: Tax-Smart Retirement Income Advanced strategies designed to reduce taxes on retirement savings, helping clients keep more of what they’ve worked for and maximize after-tax income. Growth with Principal Protection Market-indexed approaches that offer growth potential while protecting retirement assets from market downturns—so progress doesn’t come at the cost of peace of mind. Tax-Advantaged Legacy Planning Strategies that support tax-efficient income today and the transfer of wealth to future generations with minimal tax erosion. Comprehensive Wealth Protection Planning solutions designed to guard against unexpected life events, helping ensure financial continuity through changing circumstances. Estate & Transfer Efficiency Coordinated techniques that help reduce estate taxes and streamline the transfer of wealth in alignment with family goals. Long-Term Care & Income Protection Retirement income strategies built to help shield assets from the potentially devastating costs of long-term care and evolving regulatory risks. Cost & Tax Efficiency A focus on minimizing unnecessary fees and tax drag—so more wealth reaches the people and causes that matter most. Through Solution Consulting LLC, Jamie delivers discreet, personalized, and strategic financial planning—helping clients protect their retirement, strengthen their income, and confidently pass their legacy forward.
Experience
Independent Broker of Legal Services Plans
Jun 2016 — Present · US
Supporting business with full service legal department for a small monthly fee!
Education
Rose State College
Paralegal
2009 — 2012
St. Thomas University
Business Law, Pre-Law Studies
1988 — 1992
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