Services
Helping clients create and achieve their financial goals throughout their lifetime is Jim's mission.
Drawing from Jim's 30+ years of experience and utilizing industry leading planning tools Jim then prepares financial projections to help illustrate how you are progressing on your financial goals and will provide ideas to help you work toward your goals.
Early on Jim will do a comprehensive review of your situation to develop a clear understanding of your finances, goals, what is important to you, and your desired investment risk/return preference.
Jim combines traditional time-tested investment strategies along with innovative tactical hedged strategies to help manage investment volatility, and strives to provide clients with enhanced downside protection while maximizing growth and income potential. Every clients individual risk/return preference is carefully monitored to assure your investments reflect your preference. Protecting your investment base is of utmost importance to Jim, and he belives he can offer you a strategy for lifetime income despite the inevitable ups and downs of the financial market.
Jim's investment plans focus on Fiduciary Advisory Planning, with no sales charges and no product surrender penalty charges - no sales baloney. What that means is the client knows Jim has your best interest in mind and you know exactly where every dollars goes and comes from in the plan. Jim simply charges a small ongoing fee for the ongoing services he provides. You have no commitments and your complete satisfaction is Jim's goal. Currently, Jim manages over $50,000,000.00 in assets through LPL Financial and does accept new clients with a minimum of $200,000.00 of assets. (Exceptions are always granted for personal referrals from friends and existing clients.)
Jim invites you to contact his office to schedule a no cost no obligation introductory meeting to help pursue your financial goals.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.