Professional
For more than a decade James has helped his clients identify financial goals and implement strategies towards meeting those goals. As a CERTIFIED FINANCIAL PLANNERTM and Wealth Management Advisor, James specializes in creative and comprehensive planning strategies for business owners and professionals across the United States. His CFP® certification allows him to use a unique approach of combining insurance and investment solutions that has helped many of his clients accumulate wealth, prepare for retirement, and address other financial goals while protecting their families in the process. James and his team approach the planning process with an altruistic attitude, always putting the clients' needs first with the desire to make each client feel as if they are our only client!
James specialties include:
- Personal and Business Financial Planning Analysis
- Retirement Funding Strategies
- Education funding Strategies
- Non-Qualified Retirement Strategies for executives and high income individuals
- Business strategies such as funding Buy-Sell Agreements, key person benefits, and helping business owners with transition and investment approaches for wealth accumulation
Associations and Memberships
Member, The West Chamber of Commerce
