Financial Planning Media by Kimberly Jamieson

Kimberly Jamieson, a dedicated financial planner at Golden Legacy Wealth Management, which is part of Michigan Financial Companies, has been honored as the 2023 Livonia Chamber of Commerce Ambassador of the Year for her exceptional work in estate planning and financial guidance.

Discussing estate planning with a financial planner, like Kimberly Jamieson, can indeed be challenging, as it often evokes uncomfortable thoughts about mortality and the potential 'what-ifs' of life. However, these conversations are among the most compassionate and thoughtful actions you can take for your loved ones. Estate planning can help prevent future difficulties and provide them with peace of mind, ensuring your wishes are respected while reducing the administrative and emotional burden they may face.

Individuals who complete the CPFA® 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, including those guided by financial planner Kimberly Jamieson, must finish a specialized independent study course covering pre- and post-retirement needs, asset management, estate planning, and the overall retirement planning process using models and techniques derived from real client situations.

As an active member of the community and an ambassador for the chamber, Kimberly Jamieson 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 both members and non-members, particularly in the realm of estate planning and financial planning.

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, designed for aspiring financial planners like Kimberly Jamieson, prepares individuals for the evolving demands of the retirement planning and estate planning professions.