Jaime Eckels, CFP
Relationship Manager, Plante Moran Financial Advisors
Jaime Eckels is a relationship manager in the wealth management practice. She is known for helping clients define and monitor progress toward their financial goals.
She has been helping clients achieve their financial goals for 20 years and specializes in developing savings behaviors, implementing debt-reduction strategies, analyzing client cash flows, defining investment policy, determining portfolio allocations, minimizing income taxes and maximizing client balance sheets.
Jaime holds a BSBA in finance from Duquesne University and specializes in providing financial peace of mind.
E-mail: jaime.eckels@plantemoran.com Website: www.plantemoran.com/get-to-know/people/e/jaime-eckels
The 1 Piece of Financial Advice Growing Families Need to Heed
spending
The 1 Piece of Financial Advice Growing Families Need to Heed
There are plenty of tips for how to save, but far fewer for how not to spend. That’s where a family values plan comes into play that will make it easi…
August 21, 2020
Coronavirus Has Shown the True Value of Cash Reserves
retirement
Coronavirus Has Shown the True Value of Cash Reserves
Beyond peace of mind, having an emergency fund offers retirement savers a wealth of possibilities in times like these.
June 1, 2020
Don't Just Give, Give Smarter
retirement
Don't Just Give, Give Smarter
Many people give to charities at the end of the year in a mad scramble that ends up leaving tax benefits on the table. There's a better way. Here are …
February 3, 2020
7 Traits Shared by Every Good Financial Adviser
retirement
7 Traits Shared by Every Good Financial Adviser
Getting good financial advice isn't just about stocks and bonds. It's about the relationship and trust you have with your adviser. Here's how to evalu…
March 12, 2019
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The 9 Steps to Take to Make 2019 Your Best Financial Year Ever
retirement
The 9 Steps to Take to Make 2019 Your Best Financial Year Ever
Even the best savers could benefit from taking a cruise through this financial checklist. And if you're not the most disciplined budgeter on the block…
January 4, 2019