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Jamie Milne - Bs, Cdfa, Cfp, Mba in Winooski, VT

Jamie Milne

Bs, Cdfa, Cfp, Mba

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Milne Financial planning is an independent, fee-only advisory practice that specializes in retirement planning. Working as a fiduciary, we guide those who are approaching retirement in making the right decisions when it comes to issues such...... Show More
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About
Milne Financial planning is an independent, fee-only advisory practice that specializes in retirement planning. Working as a fiduciary, we guide those who are approaching retirement in making the right decisions when it comes to issues such as: Determining that you have enough money for retirement Timing Social Security benefits Verifying sustainable retirement spending Discussing tax-efficient withdrawal strategies Matching portfolio allocation with retirement needs and goals.Jamies insights provide recommendations designed for each individual client and takes his fiduciary oath seriously. Beyond retirement planning, Jamie has been helping clients 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.
Specialities
AUM
Divorce Planning
Hourly
Investment Advice with Ongoing Management
Investment Advice without Ongoing Management
Retirement Planning & Distribution Rules
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FAQs
Here are some Frequently Asked Questions about Jamie Milne
Where is Jamie Milne based out of?
Jamie Milne’s primary location is Winooski, VT.
What is Jamie Milne's phone number?
Jamie Milne's phone number is (802) 476-0602
What is Jamie Milne's title??
Jamie Milne is a Bs, Cdfa, Cfp, Mba.
What are Jamie Milne's areas of expertise?
Jamie Milne specializes in AUM, Divorce Planning, Hourly, Investment Advice with Ongoing Management, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules.