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Jamie M. Holman, CFP®

UBS Financial

800 Shades Creek Pkwy
Suite 800
Birmingham, AL 35209
Phone: (205) 414-1574
Fax: (205) 414-1501

Toll-free: (800) 735-4848

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Special Needs

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.