Jamie Lepper, BA, BEd, OCT, CPCA
Certified Professional Consultant on Aging
I understand your goals and dreams are unique
Whether you’re starting a new family, preparing for retirement or running a business, using an integrated planning process, I’ll work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach.
After evaluating your needs, risk tolerance and life stage, I’ll recommend solutions that best help you achieve your goals.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to me through Freedom 55 Financial, I can help you make sense of your options.