Jamie provides comprehensive and holistic and strategic planning to individuals and businesses..
Jamie's practice is based on the six pillars of planning:
1) Retirement Planning
2) Investment Planning
3) Cash management
4) Insurance planning
5) Tax Planning
6) Estate planning
** Education Planning
Through the Six Pillars, Jamie works with clients to achieve short-term, moderate-term, and longer-term goals and help them to face life's challenges and realize opportunities.
Her personalized approach recognizes clients' individual differences and provides a flexible and personal program to achieve their goals and dreams.
Disclosures: https://www.investorsgroup.com/en/legal/disclaimers