Jamie Currie & Associates Retirement Planning
Providing individuals and families with the information they need to make informed financial decisions, Jamie Currie & Associates Retirement Planning offers:
- Tax Planning
- Estate Planning
- Insurance Planning
- Risk Management
- Cash Management
- Investment Planning
About Jamie Currie:
I form solid relationships with clients that allows me to obtain a clear understanding of their goals and dreams. Together we come up with unique financial solutions that are integrated into a individualized financial plan. We review the financial plan regularly to ensure that we are always making progress to fulfill their financial dream.
I am passionate about what I do because I get to educate, coach and motivate clients so they can live their dream.
Whether you are interested in exploring an entrepreneurial opportunity with us, looking for referral to a Consultant, or wanting to talk about your financial situation, feel free to contact me.