Jaime Cowper

ABOUT

Jaime N. Cowper, CLTC, NSSA® is the Founder and President of Unity Financial Advisors and is passionate about helping people retire with peace of mind and provide protection for their families. She specializes in comprehensive retirement planning, which includes providing financial guidance and services for those nearing or in retirement. She is committed to helping clients to preserve their assets for retirement, develop a reliable income plan, discuss and implement a plan for long-term care, and leverage money to the next generation or charity. Jaime is an Investment Advisor Representative under Planners Alliance, LLC, and an SEC Registered Investment Advisory Firm. She currently holds a Series 65 license and life and health insurance license in multiple states. She is also certified in long-term care planning. Additionally, she obtained extensive training in the area of social security and holds the certificate of National Social Security Advisor.

Jaime has been quoted or featured in Kiplinger’s Personal Finance, Advisors Magazine, U.S. News and World, Yahoo Finance, The NY Daily News and MSN Money.

Jaime is a former basketball player at St. Clair County Community College where she earned a full athletic scholarship and credits her many years of playing the sport to developing a great work ethic, discipline, and leadership skills.

After graduating from Oakland University in 2004 with a B.A., she developed a passion for helping people achieve their financial goals while working at Fifth Third Bank as a personal banker. Working at the bank made her realize that she wanted to be able to help people achieve a broader range of financial planning goals. She then pursued a new agent training program at MassMutual Financial Group in 2005 where she remained a career agent for three years. During that time she met her mentor and had the benefit of his knowledge and mentorship in years that followed. In 2014, Jaime formed Unity Financial Advisors. She prides herself on her personal service, independence, and objectivity to provide the best solutions to her clients.

FEATURED VIDEOS

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Blogs

BLOGS

Financial Tips During a Presidential Election Season

One question on the minds of many is "how will the upcoming election affect…

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BLOGS

Impeachment And Your Retirement

The financial advice industry is known for having strong opinions.  Politics is like that…

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BLOGS

Your Dog Might Cost You Thousands When Your House Goes on the Market

Dogs are supposed to be man’s best friend, but that’s not always the case…

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How To Protect Your Financial Wellness From Market Volatility

We know that when there is any market shift, our phones will light up…

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How to Do Better Than Merely Getting Ahead

Getting ahead is overrated as a goal. In fact, it might even be just…

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