work towards your goals

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.

  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.  

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.

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.

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.