Jamie Milne (BS, CDFA, CFP®, MBA)
Jamie Milne focuses in the
following client markets or areas of practice:
- AUM
- Divorce Planning
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- AUM
- Divorce Planning
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Milne Financial Planning is a fee-only financial planning firm specializing in comprehensive services for anyone needing advice. We don't sell any products or receive any commissions. We are independent which means we work only for our clients, not for a brokerage firm or insurance company.
We believe in a comprehensive approach to financial planning so we offer advice on investments, retirement and college planning, estate planning, insurance, tax planning and cash flow (budgeting). We also believe high quality, objective advice should be available to everyone, not just to the wealthy.
Additional Information
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.
Jamie’s insights provide recommendations designed for each individual client and takes his fiduciary oath seriously. Beyond retirement planning, Jamie has been helping client’s 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.
NAPFA Start Date
August 29, 1996
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
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
pay NAPFA a separate fee to appear on the list.