How I Work With Clients

Jim's practice is advising clients on a wide range of financial matters, including specific investment strategies, overall asset allocation and coordination, retirement planning, education funding, inter-generational financial planning, and life insurance. There are many choices you must make regarding your money. These choices bridge the gap between where you are now and where you ultimately want to be. Making the "right" choices will give you the highest probability of achieving your desired goals. Jim believes education is the cornerstone for a successful financial plan.

He listens to his client's "life values" and simply explains how the client can achieve their desired goals. This plan becomes the "road map" to be followed by his client. Jim feels education is a never ending process that needs to continue throughout the relationship. He does this through "one on one" meetings, workshops, and seminars.

Because of Jim's use of laymen's terms instead of fancy financial jargon, many people have told him he makes the investment process easy and simple to understand. Jim's practice is advising clients on a wide range of financial matters, including specific investment strategies, overall asset allocation and coordination, retirement planning, education funding, inter-generational financial planning, and life insurance. There are many choices you must make regarding your money. These choices bridge the gap between where you are now and where you ultimately want to be. Making the "right" choices will give you the highest probability of achieving your desired goals. Jim believes education is the cornerstone for a successful financial plan.

He listens to his client's "life values" and simply explains how the client can achieve their desired goals. This plan becomes the "road map" to be followed by his client. Jim feels education is a never ending process that needs to continue throughout the relationship. He does this through "one on one" meetings, workshops, and seminars.

Because of Jim's use of laymen's terms instead of fancy financial jargon, many people have told him he makes the investment process easy and simple to understand.

Jim also helps clients plan financial equitable divorce settlements by assisting with investment valuations, spousal benefit analysis, and retirement income projections for clients during the divorce process. He conducts speaking engagements on retirement planning, divorce financial planning, and financial planning for women.

He uses the foundation of written policies and good listening skills that, when paired with his financial planning experiences renders advice that is custom tailored to each individual situation.

Jim offers workshops and seminars throughout the year. These workshops cover a variety of financial topics, please email or call him for the latest dates and topics. Jim also helps clients plan financial equitable divorce settlements by assisting with investment valuations, spousal benefit analysis, and retirement income projections for clients during the divorce process. He conducts speaking engagements on retirement planning, divorce financial planning, and financial planning for women.

He uses the foundation of written policies and good listening skills that, when paired with his financial planning experiences renders advice that is custom tailored to each individual situation.

Jim offers workshops and seminars throughout the year. These workshops cover a variety of financial topics, please email or call him for the latest dates and topics.