Jamie Milne (CDFA, CFP®)
Jamie Milne focuses in the
following client markets or areas of practice:
- Divorce Planning
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Divorce Planning
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
We provide fee-only financial advice on a one-time basis to clients in Vermont, New Hampshire, Northern New England, and across the country. Over the last 30 years, we have completed more than 500 retirement plans.Clients typically find us when they are close to retirement and want a straight answer to the following questions:
• How do I get my withdrawal strategy right?
• Which accounts should I take money from first?
• When should I take distributions from my IRA?
• How do I manage taxes once RMDs begin?
• Can I afford to spend more?
• How do I spend my money? I’ve spent my whole life saving it.
Our pricing is as follows:
• Basic Review - $2,500
• Retirement and Investment Review - $5,000
• Full Review - $7,500
One hundred percent of our compensation is paid by our clients. No commissions, no product sales.
Additional Information
We bring the moving parts of your finances into one coordinated plan that typically includes:• Financial planning
• Retirement planning
• Roth conversions
• Tax planning
A one-time financial planning service is designed for those moments when you’re facing a big question, a transition, or just want to double-check where things stand. “Am I actually on track to retire?” is a common question.
One-time services provide a chance to look at your financial picture with a fresh perspective without making an ongoing commitment, ask clarifying questions, and understand what’s working… and what might need a second look. These conversations are focused and intentional.
How is this different from a financial second opinion?
A one-time service often includes elements of a second opinion, like reviewing your current plan and identifying any gaps or opportunities. The main difference is that it can also go a bit broader, covering topics like retirement income, taxes, and overall strategy in one focused conversation.
NAPFA Start Date
August 29, 1996
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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