Jaime Davison
RICP®
Holistic Financial Guidance and Services
State(s) Licensed: FL, IL, IN, MI, MO, NC, SC, TX, WA, WI
110 B N. Main Street, Suite C
Wauconda, IL 60084
Holistic Financial Guidance and Services
State(s) Licensed: FL, IL, IN, MI, MO, NC, SC, TX, WA, WI
Providing Intentional Financial Guidance Focused on You & Your Family
Do you have goals and dreams but are not sure if you are on the right path or even where to start? The right guidance can help you get there! Tell me where you're at today, so we can get you where you want to go. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future in the areas of:
- Protecting loved ones against the impacts of death with life insurance, disability and long-term care needs
- Retirement savings & income planning
- College planning
- Investment Management
- Charitable Giving
Serving clients across the Chicagoland area with an office in the heart of downtown Wauconda. Schedule time to meet over Zoom, or grab a coffee from one of our local shops and take in the lake view from my office while we discuss your financial path.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
