Jamie Farrell specializes in life and retirement planning.  The strategies James offers include the safest, strongest, and smartest way to store, grow, and access money in a tax-favored way.  His work leaves his clients prepared and protected whether they die too soon, live too long, or become sick along the way.

Jamie has lived in the Charlotte area for over 20 years and worked in financial services since 2000.  He is married to Luisa and is the father of two adult daughters, Mireia and Amanda and grandfather to Phoebe.  Jamie and Luisa are active in their church and community.  They feed, clothe and befriend Charlotte’s homeless (www.meetmeatthebridge.com) and each has a “buddy” at a local elementary school, where 99% of the population is below the poverty level.

Regarding retirement income, Jamie asks a couple of questions:

  1. Do you want a “maybe thing”, or do you want a “sure thing”? Which do you have currently?
  2. Do you want to always have more dollars than days? Does your current plan guarantee that?