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
- AUM
- Divorce Planning
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Our one-time services; Basic Review, Retirement and Investment Review and Full Review provide the answers clients are looking for without the commitment of an ongoing relationship. We do not't sell products or receive commissions. We are independent, fee-only and have always work as a fiduciary.
We believe in a comprehensive approach, so expect that we ask a lot of questions, even for a focused question. We offer advice on investments, retirement and college planning, estate planning, insurance, tax planning and cash flow. Specializing around retirement. We also believe high quality, objective advice should be available to everyone. Transiting into retirement is a big step, we want to be sure you get it right.
Additional Information
Milne Financial planning is independent, fee-only with roughly 300 retirement plans completed. Our one-time fixed fee services, Basic Review, Retirement and Investment Review and Full Review give you the advice and answers you want without committing to an ongoing investment management relationship. Our focus is retirement planning. our joy comes from working with a new set of circumstance and figuring out the best solution for you. Being fee-only, being a fiduciary for 30 years makes a difference in what advice we give.
• Answering the question, do you have enough money for retirement • When to start Social Security benefits • helping determine sustainable spending • Discussing tax-efficient withdrawal strategies • ensuring your portfolio and investments are appropriate going forward.
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 the right financial decisions since 1996. This includes but is not limited to topics such as divorce planning, education funding, and investments.
In his free time, Jamie enjoys tinkering on cars, water and snow skiing, and spending time with his wife and work partner, Katheryn and 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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