Where do you want to go? We'll get there, together.
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.
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Welcome to the family!
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Your goals are our goals.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.