“A financial goal without a plan is just a wish.”
Jamie Hanlon says the best way to understand his clients’ needs and goals is meeting with them face to face. Once they have established priorities together, he uses a systematic process to create a personalized strategy they can use immediately. He continually monitors their progress to make sure they stay on track and pursue their goals.
Jamie says his clients’ most common financial objectives include planning for a comfortable retirement, preparing for the unexpected, saving for college and saving money on taxes. As a result, he works closely with his clients’ tax and legal advisors to develop long-term strategies to grow and preserve wealth. He also works with small-business owners to implement 401(k), SEP-IRA and SIMPLE IRA plans.
He has his Series 7 and Series 66 securities registrations through LPL Financial, a New York State Life, Accident & Health Insurance license and has earned his Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning.
Prior to joining Empire Financial Advisors, Jamie was a financial advisor with Edward Jones Investments where he oversaw a branch in Averill Park, New York. Before entering the financial services industry, Jamie spent 11 years as an educator, teaching high-school earth science and coaching varsity and junior varsity wrestling.
Jamie is an active member of the Sand Lake Kiwanis and the Sand Lake Business Association. He also volunteers as a wrestling coach for Averill Park Youth Wrestling and Curby 3-Style Wrestling Club. He is the President of the Averill Park Wrestling Association.