Jamie Milne (BS, CDFA, CFP®, MBA)

Jamie Milne focuses in the
following client markets or areas of practice:

  • AUM
  • Divorce Planning
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Milne Financial Planning is a fee-only financial planning firm specializing in comprehensive services for anyone needing advice.  We don't sell any products or receive any commissions. We are independent which means we work only for our clients, not for a brokerage firm or insurance company.

We believe in a comprehensive approach to financial planning so we offer advice on investments, retirement and college planning, estate planning, insurance, tax planning and cash flow (budgeting).  We also believe high quality, objective advice should be available to everyone, not just to the wealthy.

 

Additional Information

Milne Financial planning is an independent, fee-only advisory practice that specializes in retirement planning. Working as a fiduciary, we guide those who are approaching retirement in making the right decisions when it comes to issues such as:

• Determining that you have enough money for retirement • Timing Social Security benefits • Verifying sustainable retirement spending • Discussing tax-efficient withdrawal strategies • Matching portfolio allocation with retirement needs and goals.

Jamie’s insights provide recommendations designed for each individual client and takes his fiduciary oath seriously. Beyond retirement planning, Jamie has been helping client’s make financial decisions since 1996. This includes but is not limited to topics such as divorce planning, education funding, and investments.

On his free time, Jamie enjoys tinkering on cars, water and snow skiing, road biking, and spending time with his family.

If you would like to learn more, please visit www.milnefeeonly.com or call us at (800) 360-0662.

NAPFA Start Date

August 29, 1996

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This Office

51 Church St Barre, VT 05641-4208 Phone: (802) 476-0602

Other Offices

770 Railroad St Saint Johnsbury, VT 05819-1656 Phone: 802-476-0602
76 Ethan Allen Dr Ste 4 South Burlington, VT 05403-5817 Phone: 802-476-0602