For over three decades it has been my privilege to educate and assist clients in creating tax-advantaged wealth strategies, helping protect their wealth against the risks of living too long, dying too soon, or becoming disabled, and assisting in the financial estate planning process for the eventual distribution of their remaining assets to their heirs. In many cases we help coordinate these estate plans with clients’ legal advisors, with the goal of reducing or eliminating unnecessary costs and delays for client estates.
As a Comprehensive Financial Services firm we are a client-centered business, independent of any other company, with a focus and commitment to serving the needs of our clients, and not beholden to any financial company’s products or services. Each plan we create is based on the goals, objectives and resources of the client. We frequently monitor each plan to determine if it continues to be appropriate based on plan objectives, overall market conditions, financial product offerings, and changes in client situations.
And, while independent, we have access to services and resources provided by our broker-dealer, USA Financial Securities Corporation; the American College for on-going planning education; the National Association of Financial and Estate Planning (NAFEP) and other associations to help keep up-to-date on industry developments; as well as a network of nearby attorneys and CPA’s who can provide estate settlement, other legal services, and professional tax services.
James has earned and maintained his registration as an Investment Advisor Representative and Registered Representative with USA Financial Securities Corporation. As part of his continuing education initiatives, he has also obtained the Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and the Life Underwriter Training Counsel Fellow (LUTCF) designations. A thorough understanding of tax reduction and financial estate planning strategies, financial risk management, and the insurance and investment tools that are available, is fundamental to our ability to provide our clients with the accurate and up-to-date financial advice they need in order to progress toward their financial goals.
If your financial plan is outdated or nonexistent, come to one of our financial and estate planning seminars. There is no obligation, except to yourself and your loved ones, and you will be offered a free consultation to discuss your particular situation. You will likely find this consultation to be an opportunity to gain valuable insight on useful planning concepts. Call today to register for a seminar.
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