Jamie Waldren, CFP
Managing Director - Investments
Helping Clients Build an Amazing Life of Significance
Helping people transform their life and build an amazing life of significance so you can take care of your loved ones, support the causes you care about and make a difference in the world.
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The True Outcome of Our Work
The true outcome of our work is to help clients achieve and maintain their financial independence. As a result, clients achieve simplicity and clarity in their financial lives, which frees them up mentally and financially so they can focus on what matters most to them.
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We Often Work With
Business Owners, Executives Individuals, Retirees, who are approaching retirement or selling their business who have invested decades into building successful careers and businesses they are passionate about, and they have not had the time or guidance in figuring out what financial decisions will best prepare them for an optimal retirement.______________________________________________________________________________________________________
“Helping clients achieve life-long financial independence after retiring
is what we do”.
“Empowering them to live an amazing life of significance long after retiring
is who we are”.
Services
Business ServicesBusiness Services
Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.
Estate Planning StrategiesEstate Planning Strategies
Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.
Advisory ServicesAdvisory Services
Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.
