Jamie Hartfield, CFP®, CRPC™ is an experienced Edward Jones financial advisor serving the Ponte Vedra community with advanced expertise in estate planning and wealth management strategies. Her dual credentials as both a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC™) demonstrate her comprehensive knowledge and commitment to providing professional guidance across all areas of financial planning and wealth management.

As a CFP® professional, Jamie specializes in estate and legacy strategies that help clients develop comprehensive plans for wealth transfer and preservation for future generations. Her estate planning expertise includes trust strategies, charitable giving techniques, generation-skipping strategies, and business succession planning. Jamie works closely with clients' estate planning attorneys and tax professionals to coordinate strategies that achieve both wealth transfer objectives and tax efficiency while preserving family values and relationships.

Jamie's wealth strategies are designed for individuals and families with complex financial situations who require sophisticated planning to achieve their goals. She helps high-net-worth clients navigate challenges such as concentrated stock positions, stock option planning, tax-efficient investment strategies, and multi-generational wealth planning. Her comprehensive approach ensures that all aspects of wealth management are coordinated to work together effectively.

Her CRPC™ credential reflects specialized expertise in retirement planning, where Jamie helps clients develop comprehensive strategies for transitioning from accumulation to distribution phases of their financial lives. She works with clients to create retirement income plans that balance current needs with long-term capital preservation, ensuring that retirement savings last throughout their lifetimes while maintaining their desired standard of living.

Intergenerational planning is a particular strength of Jamie's practice, where she helps families coordinate financial strategies across multiple generations. This includes education funding for children and grandchildren, family philanthropy strategies, and coordinating estate planning with investment management to ensure that family wealth is preserved and transferred efficiently. Her approach considers both financial and family dynamics to create strategies that strengthen family relationships while achieving financial objectives.

Jamie's comprehensive financial planning services include investment management, tax planning, insurance planning, and risk management strategies. She works with clients to develop written financial plans that address their specific goals and provide roadmaps for achieving financial success. Her ongoing relationship approach ensures that plans are regularly reviewed and updated to reflect changing circumstances, market conditions, and evolving goals.

Risk management and insurance planning are important components of Jamie's practice, where she helps clients evaluate their insurance needs and implement appropriate coverage to protect their families and their financial plans. She understands that proper risk management is essential for comprehensive wealth planning and works with clients to ensure they have adequate protection against unexpected events.

Located in Ponte Vedra's Town Plaza, Jamie's office serves clients throughout Northeast Florida's coastal communities. Her expertise in complex financial planning makes her particularly valuable for clients with sophisticated financial needs who require advanced strategies and ongoing professional guidance.