Our main goal at Golden Legacy Wealth Management is to actively engage women in a relationship with their financial advisor. Kimberly will put you at the center of planning your financial future, discovering what is most important to you. Did you know...
Women are financially succeeding in their careers today more than ever and the data is proving it:
*Bureau of Labor Statistics (BLS), 2023
Still, to this day, many women lack confidence when it comes to making financial decisions…and we are here to change that! If you are a high-earning woman or if you are simply going through an important financial change such as marriage, divorce, or single parenthood, your financial affairs need to be in order.
Even in a married, stable family situation, statistics show that women are likely to outlive their spouses and should be prepared. We are here to help you take thoughtful steps towards planning your family’s finances and creating a healthy plan for your future.
While many firms claim to offer financial planning for women, Kimberly has built a true history of doing exactly this. As a single mom, Kimberly walks the walk, having raised a daughter who is now setting and tracking her own financial and professional goals. Kimberly has a master's degree in photography and owned a successful photography studio for 30 years. One of her goals as a mother was to have her daughter graduate from the University of Michigan debt-free. After achieving that goal, Kimberly decided to pivot and change careers in 2010.
After years of successfully setting and pursuing her own financial goals, Kimberly realized she had a talent for investing. She had a desire to work with clients, especially women, to help them set and then follow their financial goals.
Kimberly knows that good financial planning isn't about luck: it's about having a plan. She wholly believes in helping her clients craft a plan that allows them to meet both short- and long-term financial goals.
From her experience, Kimberly believes that knowing your number is the key to financial success because once you figure that out, you know how much to save and spend.
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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