Jamie Waldren, CFP

Managing Director - Investments

Retirement Planning Framework

Building a Retirement Planning Framework

“Helping clients build an amazing life of significance so they can take care of their loved ones, support the causes they care about and make a difference in the world”.

I am known for helping business owners create an amazing life of significance in order for them to make work optional.

The key to helping you build a solid retirement plan that gives you authentic confidence in your future is through our personalized, comprehensive wealth management process that goes much further than just taking care of your investments.

In order to support this goal we strive to help clients prepare for an optimal transition or retirement from their business through a highly-customized, client-centric approach.

This client centric approach is focused on optimizing every aspect of your financial world and help you make the best decisions for your unique situation and life so you can transition from your business with confidence, which will allow you to achieve and maintain your financial independence throughout retirement so you can take great care of your loved ones, support the causes you care about, and make a difference in the world.

 When looking at the entire financial world, I believe such a wide range of financial needs requires a wide range of financial experience. That is why I specialize in helping you build and manage a customized process to address each area of your financial life in a holistic and synergistic manner.

Through our Retirement Planning Framework, our mission is to optimize every aspect of your financial world and help you make the best decisions for your unique situation and life so you can transition from your business with confidence and live a life of significance, so you can take great care of your loved ones, support the causes you care most about and make a difference in

On boarding process:

Personalized Approach - Through our thoughtful, client-centric discovery process, we gain a deep understanding of your values, unique needs, and goals, as well as every aspect of your financial world, so that we can develop personalized solutions that help you build an amazing life of significance.

Equally important - This framework is designed to allow you to create and implement your optimal financial world that may be able to help you live and dream rather than wondering and worrying in retirement.

There are 3 simple but powerful steps to this process:
1. The Human Element
2. A Cohesive Team
3. Systematic Processes

The human element:
To achieve optimal results, the process must provide solutions that are totally aligned with the agenda of each family it serves. In addition, it requires the professionals to deeply understand family members. They must know who they are and what is important to them, not only in regard to financial or legal issues, but also when it comes to values, beliefs and aspirations.

A cohesive team:
Addressing a diverse set of financial, legal, administrative and lifestyle issues requires a team of specialists. To achieve the best possible outcomes, team members must work cooperatively and smoothly on behalf of the family clients.

Systematic processes:
Precision and consistency are critical for attaining superior results. A high-performing professional team coordinates all solutions while extracting synergies to produce optimal outcomes. Adept qualified professionals are key to making this happen.

This is the framework we take all of our clients through to help you make smart, well-thought-out financial decisions that give you the financial clarity and confidence to live what we call an amazing life of significance - a life in which you are able to take great care of your loved ones, support the causes you care about, and make a difference in the world.


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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