Protect & Grow Your Wealth


Jim works closely with individuals and families to develop comprehensive financial and retirement plans. These financial and retirement plans are utilized to establish the foundation for detailed investment, insurance and risk management strategies. Jim reviews various investment strategies for portfolio management, such as traditional or tactical portfolio management, insurance planning including annuities, long term care and life insurance with the goal to protect and grow an investor’s accumulated wealth. Jim also works with business retirement plans, including 401(k) Plans, SEP IRAs, Profit Sharing Plans and SIMPLE IRA Plans.