ABOUT KIMBERLY JAMIESON, Your Female Financial Planner:

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At Golden Legacy Wealth Management, one of Kimberly’s biggest goals is to help women throughout the

Metro-Detroit area to make informed decisions that will positively impact their current and future financial

goals.

Her holistic financial planning goes beyond just wealth management and investment strategies; it is intended to be a true road map that puts your financial goals on track and gets you closer to fulfilling your biggest life dreams. Listening to what your goals are, Kimberly will help you to put together a unique and fully-customized financial plan that will tie in all aspects of your financial life.

With every single client, Kimberly takes the time to get to know what your most important needs and goals are so that she can build a fully-customized financial plan that is meant for your individual situation. Her team’s financial planning services are always based on your financial needs, to ensure you have the resources to build a secure and reliable financial and retirement plan. She is dedicated to helping all clients throughout the Metro-Detroit area and beyond to build a foundation of financial security that can enable them to pursue their biggest aspirations with confidence.

Kimberly’s biggest motivation as a financial planner is to help you make financial decisions today that can help you live a better life throughout the rest of your years. For families and women, wealth management is one of the most important parts of building on your life goals and creating a financial plan that can withstand difficult financial conditions as they arise.

Her Wealth Management Services Include:

● Business Planning for Entrepreneurs

● Strategic Retirement Planning

● Buying or Selling Real Estate

● Philanthropy & Charitable Gifting

● Financially Supporting a Family Member

● Marriage & Divorce or Separation

● Expecting or Adopting a Child

● Single Parenthood and Special Needs Planning

● Estate Planning for Families and Women

● Inherited Wealth & Tax Management & College Planning

● Financial Planning Through Health Concerns

● Loss of a Loved One

Many times, as these unique situations arise, it can feel daunting or overwhelming to handle. But the team at Golden Legacy Wealth Management is trained to provide you with personalized financial guidance and resources to make the best financial decisions for your future. With our hands-on guidance, you can feel at ease knowing that you have a team of financial planners who can help you to work towards your financial goals. We will work with you to create a customized plan that takes into account your current and future needs and will also help you make informed decisions about your investments and estate planning. You can count on us to provide you with the expertise and support you need to achieve financial security.

As a woman, you are the key to your financial future, so it's important to educate yourself about finances so that you can make good financial decisions. Financial planning takes work and it doesn’t happen in a day. It requires consistent planning, focus, and dedication. At Golden Legacy Wealth Management, we believe that all female investors should lead a financial life that empowers her. Many times, working with a financial planner is the exact push that a woman needs to help them review their options and create a plan that works for her and her family’s financial security.