Wealth Planning

Jim knows you work hard for your money. He will develop strategies designed to help ensure your money is working hard for you. He advises you on the issues that matter most to you: a good education for your children, a comfortable retirement and financial independence for your family. He works with you one-on-one to help identify your short and long-term goals, then supplies the knowledge and advice you need to help you feel confident that you are making an informed financial decision for your family’s future.