Jamie Lawhorne

Managing Partner

Jamie Lawhorne has worked to improve his clients’ lives for nearly two decades through intentional wealth management and protection. He is driven by the excitement of showing both his clients and fellow professionals how to succeed. Watching their lives change as a result of the education, resources and guidance he has provided is at the core of Jamie’s love for his work.

Jamie and the professionals who work with him take their clients through an interactive educational discovery experience in creating financial plans and investment strategies for them. This process shows clients their current reality and what it will take to get them where they want to be.

Jamie leads with honesty, transparency and inclusion. His clients are part of the planning process from the first moment they begin working with Jamie; their input is highly valued and helps to ensure their plan is truly tailored to their individual lives. In this way, Jamie and his professionals educate clients on their options and have them choose their own path forward, guiding them when help is needed.

Family is what drives Jamie, and he knows that he couldn’t do his job well without the support of his wife, Cara, and their four children.

In his time away from the office, Jamie enjoys playing golf, spending time with friends and family, and attending his children’s sporting events and practices. He coaches their teams and loves watching all the children grow and develop. He and his family can be found at concerts, community events, on the lake or spending time with their friends watching a herd of children play in the great outdoors.

AHF Wheel of Services

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circle-wills-trusts

Wills / Trust Reviews

Leaving a legacy requires discipline and preparation. We can work with you to develop a tax-efficient plan that helps provide for the people and passions you care about the most.

Tax Strategies
Tax Strategies

Tax Strategies

While most tax preparers focus solely on the current year’s taxes, we plan for the future and highlight long-term strategies (after-tax, Roth and pre-tax) that fit your situation. While we don’t give specific tax guidance or prepare taxes, we often work directly with your tax professional to identify ideas that could make a meaningful impact now and in the future.

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investments-icon

Investments

Once you reach life’s distribution phase — those long-awaited retirement years — it’s imperative to identify investments and strategies that align with your goals, risk tolerance and income needs. We can walk you through options to help ensure you never need to worry about running out of money.

Social Security
Social Security

Social Security

The question isn’t when can you begin taking your Social Security benefit (between 62 and 70); it’s when should you. We will detail many factors and considerations that go into Social Security optimization and help you determine ways to potentially increase your lifetime benefits.

Medicare
Medicare

Medicare

Let’s face it, Medicare can be confusing. But it doesn’t need to be. We can answer your questions and cut through the noise, making sure you have suitable medical and prescription drug coverage and clearly explaining options for covering the 20% of medical expenses that Medicare doesn’t cover.

401k Pension
401k Pension

401k / Pension

Understanding how your retirement program works is the first step toward reaching your goals. We can help you evaluate pension settlement options, make wise investment choices related to 401(k) or 403(b) plans and explain how your wealth is growing so you can have confidence your future is secure.

Workplace Benefits
Workplace Benefits

Workplace Benefits/Business Owner Solutions

If you’re a business owner struggling to recruit or retain key employees and provide attractive benefits, or if you’re contemplating a business transition, we can work with you to build a strong incentive plan and increase value. We create innovative solutions to help protect your business, your employees
and your lifestyle.

Long Term Care Options
Long Term Care Options

Long-Term Care Options

Preservation. That’s what long-term care is all about — shielding you and those you cherish from the unknown. We can assist in devising a long-term care strategy to give you confidence that, no matter what the future holds, your loved ones will be taken care of and your assets will remain intact.

Insurance Programs
Insurance Programs

Insurance Programs

The features of insurance policies can vary widely, meaning it’s essential to understand what your policy covers, who your named beneficiaries are, what limits you have and what triggers a loss. We can help you analyze and (if needed) adjust your plans to help eliminate surprises and ensure your needs are covered both now and in the future.

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If You’re Ready to Have a Conversation, We’re Ready to Help

Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.

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