Jamie Milne| CFP®, CDFA
Milne Financial Planning
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Barre Granite Association
Barre, VT 05641
South Burlington, VT 05403
St. Johnsbury, VT 05819
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
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 Milne’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.
Milne Financial Planning has been helping clients achieve their financial goals since 1996. We understand the importance of having a trusted relationship with your financial adviser. We are proud to be a fiduciary to all clients – as we analyze and create our recommendations, we put our client’s best interests first. We are also independent and Fee-Only which means the advice you receive is unbiased and conflict free due to the fact that we do not sell investment or insurance products.