Hi everyone!  I am Jaime West, and I have been in the planning field for over 21 years helping my clients navigate the complexities of financial planning through a holistic process.  I received my bachelor’s degree in corporate finance from Salisbury State University and am a Wealth advisor and an Investment Advisor representative registered in 26 states.  I currently live in Southern MD, with my husband, 2 children and 2 German Shepherds. I thoroughly enjoy this work by helping clients through the stages of their goals while they make memories with their family knowing that they have a financial plan hard at work.  Retirement is one of the most lucrative goals which has many factors like Social Security, Medicare, Required Minimum Distribution (RMD) planning, that plays important roles in the retirement planning process and I treat as such.