Jaime Cowper 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, a 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. In addition, she obtained extensive training in the area of social security and holds the certificate of National Social Security Advisor.
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.
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.
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