A STEADFAST FINANCIAL PARTNER FOR

families and individuals

For true financial well-being, you should feel secure in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized wealth management and financial planning, we partner with you to tackle everyday challenges and major milestones.

WHAT DOES YOUR FINANCIAL FUTURE LOOK LIKE?

Our wealth management resources can help you visualize it. They can also help in creating a financial plan that’s designed to grow with you, from planning to send your child to college to planning your retirement income.

Case Study

PURSUING A PLAN TO RETIRE EARLY

Joe enjoys setting audacious goals for himself when it comes to his career achievements and his retirement savings. In fact, he came to us with a goal of retiring early. We created a diversified asset allocation plan that includes his employer-sponsored and personal retirement savings accounts to help him pursue his goal of financial independence.

The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary.

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Goal saving rate

MILESTONES

Changing Careers

We’ll help ease the transition to a new venture.

Making the most of your benefits
Updating your financial plan and goals
Planning for the sale or purchase of a business

Getting Married

We’ll help you think beyond the wedding day to your future as a couple.

Combining finances and accounts
Working toward shared financial goals
Taking your union into account in your legacy plan

Birth of a Child

We’ll help guide you through the changes this joyous event brings.

Planning for education expenses
Estate planning that allows you to designate a guardian
Mitigating risk with life and disability insurance

Getting Divorced

We’ll help you navigate the path to financial independence.

Defining new financial goals
Building a solid foundation with banking and lending solutions
Updating your legacy plan and beneficiaries

Whatever your priorities are in life, we’re here to offer the guidance you seek.

let's get started

107 Richard Arrington Jr. Blvd S Birmingham, AL 35233 // T: 205.986.3693 // F: 205.986.3699 // Map & Directions

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Jamestown Wealth are not affiliated. This communication is strictly intended for individuals residing in the states of AL, MS, TN, & TX. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Jamestown Wealth makes no representation as to the completeness or accuracy of information provided at these 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, sites, information, and programs made available through this site.

Jamestown Wealth

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