Financial Planning in Cumberland, MD
Cumberland, Maryland is a small city with a rich history and a close-knit community. Many residents here are hardworking families and retirees who value security, stability, and thoughtful planning. At Golden Legacy Wealth Management, we provide financial guidance that helps Cumberland residents make the most of their resources — both now and for generations to come.
Services Offered in Cumberland:
Retirement Income Planning
Retirement Income Planning
Retirement Income Planning
For retirees in Cumberland, ensuring that savings last is often a top concern. We create retirement income strategies that provide reliable monthly income, taking into account Social Security, pensions, and investment withdrawals.
Investment Management
Retirement Income Planning
Retirement Income Planning
Cumberland residents want investments that are steady and dependable. Our investment approach balances growth with protection, designed to withstand market changes while keeping your long-term goals in focus.
Estate & Legacy Planning
Estate & Legacy Planning
Estate & Legacy Planning
Passing wealth to loved ones can feel overwhelming without the right structure. We help families in Cumberland simplify estate planning through wills, trusts, and beneficiary strategies that reduce costs and ensure your wishes are respected.
Tax Strategies
Estate & Legacy Planning
Estate & Legacy Planning
Even in retirement, taxes remain an important consideration. We work with Cumberland clients to design tax-smart withdrawal and income strategies that stretch retirement dollars further.
Why Cumberland Families Trust Us:
We know that financial planning here isn’t about Wall Street — it’s about Main Street. Our advice is practical, personal, and designed for your family’s best interests.
👉 Take control of your financial future in Cumberland, MD!
Copyright © 2023 Kimberly Jamieson, Financial Planner - All Rights Reserved.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 28411 Northwestern Hwy., Ste 1300, Southfield, MI 48034. (248) 663-4700. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, IL, MI, NC, NV, OH, TN, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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