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 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 help get it right.
Additional Information
Milne Financial planning is independent, fee-only and we specialize one-time fixed fee advice. Our focus is retirement planning. Being fee-only, being a fiduciary, you we make the right decisions that best fit you and your goals.
• Answering if the question, do you have enough money for retirement • When to start Social Security benefits • helping determine sustainable retirement spending • Discussing tax-efficient withdrawal strategies • ensuring your portfolio and investments are appropriate in retirement.
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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