Hi, I’m Jamie. I’m dedicated to helping people make confident, informed decisions as they approach retirement. Beyond finance, I’m a family man and an avid cyclist, often hitting the trails when I’m not working. My mission is to simplify your financial path so you can focus on what truly matters.
Helping You Navigate Retirement
I work with those nearing or in retirement to create financial strategies that address core questions, such as transferring a 401(k) to an IRA, managing withdrawals, and ensuring insurance coverage. My goal is to simplify these processes so that your retirement funds last as long as needed.
Preserving Wealth and Reducing Taxes
With a focus on wealth preservation, I partner with clients and their CPAs to minimize income and estate taxes using tailored strategies. My approach is built to be tax-efficient and risk-conscious, protecting your assets from market fluctuations and other potential risks.
Planning for Health, Heirs, and Legacy
Beyond finances, I help clients plan for their healthcare, family legacy, and lifestyle needs in retirement. Together, we ensure that your retirement plan is both comprehensive and personalized to your unique priorities.