Pre-RetireesWidowsRetirees
Jamie Yarbrough
Stonebridge Wealth
Price Range: $7500 - $9500 Annually
As a dedicated financial planner specializing in retirement income planning, I understand that preparing for retirement is about more than just numbers—it's about creating confidence in your future.
Every day, I work with individuals and couples who have spent years building their nest eggs, and now face important decisions about turning those savings into reliable, lasting income. What drives me is seeing the peace of mind that comes when my clients realize they have a clear path forward.
Whether you're approaching retirement or already enjoying your golden years, I focus on developing personalized strategies that align with your unique goals and values. My approach combines rigorous analysis with genuine care for your well-being, ensuring that every recommendation I make serves your best interests.
Throughout my career in financial planning, I've witnessed how proper retirement income planning can transform uncertainty into clarity. I take pride in helping my clients navigate complex decisions about Social Security optimization, pension options, investment strategies, and healthcare planning.
By creating sustainable withdrawal strategies and addressing potential risks, we work together to help ensure your retirement savings can support the lifestyle you envision. I believe that financial planning is a collaborative journey. My role is not just to provide expertise, but to listen, understand, and guide you through the retirement planning process with patience and transparency.
Whether you're concerned about market volatility, inflation, or leaving a legacy for your loved ones, I'm here to help you make informed decisions that support your long-term financial security. Let's work together to create a retirement income plan that gives you the confidence to enjoy the future you've worked so hard to build.
I invite you to schedule a complimentary consultation to discuss your retirement goals and explore how we can help you achieve them.