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    • Home
    • About
    • Our Financial Services
      • Our Process
      • Wealth Planning for Women
      • Family Business Owners
      • Planning for Physicians
    • Blog
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    • Client Account Access
    • Contact
    • workplace education
    • EBooks
    • Featured Links
    • Wealth Planning for Women
  • Home
  • About
  • Our Financial Services
    • Our Process
    • Wealth Planning for Women
    • Family Business Owners
    • Planning for Physicians
  • Blog
  • Media
  • Client Account Access
  • Contact
  • workplace education
  • EBooks
  • Featured Links
  • Wealth Planning for Women

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Media

Livonia Chamber of Commerce names Kimberly Jamieson Ambassador of the Year

Livonia Chamber of Commerce names Kimberly Jamieson Ambassador of the Year

Livonia Chamber of Commerce names Kimberly Jamieson Ambassador of the Year

  

Kimberly Jamieson of Golden Legacy Wealth Management part of Michigan Financial Companies has been named the 2023 Livonia Chamber of Commerce Ambassador of the Year.




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Kimberly Jamieson Discusses the Importance of Estate Planning

Livonia Chamber of Commerce names Kimberly Jamieson Ambassador of the Year

Livonia Chamber of Commerce names Kimberly Jamieson Ambassador of the Year

  Discussing estate planning is indeed challenging, as it often brings up uncomfortable thoughts about mortality and the “what-ifs” of life. But having these conversations is one of the most compassionate and thoughtful things you can do for your loved ones. Estate planning can help prevent future difficulties and provide loved ones with peace of mind, ensuring your wishes are honored and reducing the administrative and emotional burden on them.  



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Kimberly Jamieson Earns Certified Plan Fiduciary Advisor Certification

Livonia Chamber of Commerce names Kimberly Jamieson Ambassador of the Year

Livonia Chamber of Commerce names Kimberly Jamieson Ambassador of the Month

Individuals who complete the program, pass a final exam and sign both a code of ethics and a disclosure form can earn the right to use the CPFA® mark. Graduates of the CPFA® Program must complete a specialized independent study course encompassing pre- and post-retirement needs, asset management, estate planning, and the entire retirement planning process using models and techniques from real client situations.

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Livonia Chamber of Commerce names Kimberly Jamieson Ambassador of the Month

Livonia Chamber of Commerce names Kimberly Jamieson Ambassador of the Month

Livonia Chamber of Commerce names Kimberly Jamieson Ambassador of the Month

As an active member of the community and an ambassador for the chamber, Kimberly feels strongly about helping others and giving back. Her duty as ambassador is to act as a liaison for the chamber by recruiting new members and spreading good will to members and non-members.


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Kimberly Jamieson Earns Retirement Planning Counselor Certification

Livonia Chamber of Commerce names Kimberly Jamieson Ambassador of the Month

Kimberly Jamieson Earns Retirement Planning Counselor Certification

Individuals who complete the program, pass a final exam, and sign both a code of ethics and a disclosure form can earn the right to use the CRPC® mark.  The CRPC® Program prepares individuals for the changing demands of the retirement planning profession.  



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These awards are presented by the Livonia Chamber of Commerce. They are based on community and/or charitable involvement and are not reflective of my abilities as a financial advisor.  


Copyright © 2023 Kimberly Jamieson, Financial Planner - All Rights Reserved.


Osaic Wealth, Inc Form CRS


 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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