Jaymie A. Braman
Senior Vice President
I believe in changing the focus when it comes to retirement planning. More importantly than what you save is where you save it. Instead of only focusing on accumulation during the working years, I first educate my clients about the impacts of distribution rates and taxes in their retirement years. By making these two factors a priority today, my clients are able to make the most educated decisions about the best places to save their money for the future. With the right strategies in place, my clients are able to take higher distribution rates, minimize their risk of running out of money, and pay less in taxes during their retirement years.
I initiated my career in the financial industry in 2008 while still attending Rider University as an Entrepreneurial Studies major. In 2013, I joined Innovative Wealth Partners so that I could better serve my clients through the use of academia and actuarial science. I believe in always putting the needs of my clients first and thoroughly enjoy the relationships that are built along the way.
I currently reside in Browns Mills, NJ with my wonderful husband, Matt, and our two beautiful daughters, Isabelle and Harmony. My favorite pastime is simply enjoying the day to day with my family; spending time with my children and teaching them to be the best people they can be.