Jamie Waldren, CFP

Managing Director - Investments

Government Contractors

Government Contractors -  Helping you optimize your financial world to help build an amazing life of significance

As an entrepreneur, you work hard. Your business is important to you and you put in the hours and effort it takes to make it successful. And as an entrepreneur, you have likely achieved some financial success. But you’re in business to do more than make money; you want to take care of your loved ones, contribute to your community, and maybe even make a difference in the world.

Through my retirement planning framework that is used in working with a number of government contractors, my mission is to optimize every aspect of your financial world and help you make smart decisions for your unique situation and life so you can transition from your business with confidence that you can maintain financial independence, peace of mind knowing your family will be well-cared for, and the satisfaction that you are contributing to the causes you care about.

To help you have an exceptional business transition and retirement, I utilize a cohesive team approach- a highly-customized process that goes much further than just taking care of your investments.

Discover - Through my client-centric discovery process, I strive to gain a deep understanding of your values, unique needs, and goals, as well as every aspect of your financial world, so that I can develop personalized solutions that help create the most meaningful outcomes for you and your family.

Build - Based on the deep understanding I have gained through the discovery process, I work to build your retirement and investment plan. I believe as a client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products who can help optimize every important area of your financial world in a cohesive manner to help achieve your goals.
 
Implement- I am with you every step of the way, coordinating the implementation of your retirement plan and managing the relationships with each member of your cohesive team to make sure the items on your plan are being executed in the most tax-effective manner possible. I’m constantly review your financial world as requested so that I can help you continuously achieve your optimal financial world

                          
                                                  

 

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Investment and Insurance Products are:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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