ABOUT KIMBERLY JAMIESON, Your Financial Planner:

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 Planning for retirement within the next 5–10 years? We help Metro-Detroit professionals prepare with:

• Detailed retirement income projections to see how long your money will last
• 401(k), 403(b), and IRA optimization for maximum growth and tax savings
• Healthcare and long-term care planning before Medicare eligibility
• Strategies for reducing taxes in retirement
• Advice on when to take Social Security to maximize your benefits
  

Whether you work in tech, education, medicine, or business, we build a personalized retirement plan around your goals—so you can retire with confidence.

 Already retired or recently transitioned out of full-time work? We support Metro-Detroit retirees with:

• Ongoing income management from multiple sources (Social Security, pensions, IRAs)
• Smart withdrawal strategies to minimize taxes and preserve assets
• Required Minimum Distribution (RMD) tracking and coordination
• Legacy and estate planning guidance for peace of mind
• Investment risk management to weather market changes

Whether you’re in Detroit, Bloomfield Hills, or Royal Oak, we help you enjoy retirement without second-guessing your financial choices.

 As a physician, you have unique challenges—high income, complex benefits, and limited time. We help Metro-Detroit doctors with:

• Compensation planning for W-2, 1099, and bonus income
• Tax planning strategies such as backdoor Roth IRAs and deferred compensation
• Disability and malpractice insurance reviews
• Student loan repayment strategies for younger physicians
• Retirement readiness assessments for those aiming to retire early
  

Whether you’re affiliated with Beaumont, Henry Ford, DMC, or a private practice, we simplify your financial life so you can focus on patient care.

 Nurses, hospital staff, and administrators deserve strategic financial support too. We help MetroDetroit healthcare workers with:

• Budgeting and saving plans that match your work schedule and cash flow
• Reviewing and consolidating 403(b), 457, and pension options
• Planning for early or phased retirement
• Guidance on survivorship options, spousal benefits, and healthcare transitions
• Protecting your income with affordable insurance planning
  

If you work at Ascension, Corewell, or any of the region’s medical centers—we’ll help you make smart money moves now and in retirement.

 We develop customized, diversified, tax-efficient investment portfolios that will serve as the backbone to your financial plan, designed to withstand the test of time. We help to recommend a balance between risk and return, while continuously monitoring your portfolio to keep you updated with market shifts and changes. We will always give you the right financial guidance and support to ensure that all your investment goals are considered. 

 Our in-house team of experienced financial fiduciaries will work with you to create a comprehensive estate plan that is tailored to your specific needs and goals. We will help you make informed decisions about your estate that

ties into your investments, trusts, and financial objectives. We understand the importance of protecting your estate and will work with you to ensure that your wishes are respected.

 It’s important to know if you have sufficient coverage to protect your family in the event that something unexpected happens. Kimberly and her team will work to look at your potential financial risks and review your insurance options to better protect you and your family. Our team will also review your current policies to assess how well they tie into your current financial goals. 

We will work to maximize your wealth by minimizing your taxes to the best of our ability. To do that, we will always take a careful look at your individual situation. This includes arming you with the right resources and education so that you can take full advantage of all tax deductions. You will walk away with a comprehensive tax plan that will help you achieve your financial goals.