Jamie Cabrera

Background

About Jamie Cabrera

Jamie co-founded Heritage Financial North and has been in the financial industry since 2004. She was born in Chile and as the daughter of aging immigrant parents. She has experienced firsthand the detriment of having parents who did not plan for their retirement and the financial pressure it creates for the adult children. Her own personal experience is why she is so committed to assisting families put their retirement, long-term care, financial and estate plan in place BEFORE it is needed. For more than a decade Jamie has assisted clients when it comes to navigating the complex world of several government benefits. As a Medicare Counselor, she offers independent and unbiased guidance through educational workshops and one on one counseling at no cost. Jamie is certified with the top insurance carriers for Medicare Supplement, Medicare Advantage and Prescription Drug plans. She has a great passion for helping to establish security and stability for her clients in these challenging times. She is very compassionate to the difficulties of aging without knowing how you will be able to retire with peace of mind. ​ As a member of the “sandwich generation” she truly understands what it is like to juggle work, marriage, plan for retirement all the while raising children AND financially assisting her parents. Her compassion translates into the relationship with her clients and treats them like an extension of her own family. ​