JAMIE RANDAZZO, Managing Director

For the past 23 years, Jamie has traveled to all different types of financial conferences around the country to learn as much as he could, to bring the most value to those that he serves. During these travels, he has been able to meet some of the most highly credentialed advisors in the industry. Now, he can utilize all the expertise to help deliver truly holistic planning. Jamie's emphasis is on minimizing his client’s taxes, reducing their different types of risk and generating lifetime income.  

Jamie enjoys leading each of his clients through the Retirement Blueprint building process, involving tax, money management, investing, medical and estate planning, so they can align their decisions with their core values. Jamie's experience has given him a valuable perspective to share with his clients to help make sure that they do not make the mistakes that others sometimes make.  

Quite often, a business owner learns that he or she can legally reduce their tax bill by as much as 50% per year going forward. For the business owner, this usually means a lot of extra cash flow and profit for no additional work. The look on the business owners face at this point, are Jamie's favorite moments in business.  

Putting the client's best interest first and having a specialized tax planning team in place can help Jamie's clients to find comfort and security in their plans.  

Through the education process and armed with knowledge, everyone has the opportunity to legally reduce their tax bill.