Milne Financial Planning
Fee Only Financial Planner With Offices in Burlington, Barr, and St. Johnsbury, VT
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.
Jamie Milne is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jamie Milne is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jamie Milne is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Jamie Milne is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact Jamie Milne
51 Church Street
Barre Granite Association
Barre, VT 05641
76 Ethan Allen Drive
South Burlington, VT 05403
770 Railroad Street
St. Johnsbury, VT 05819