Our Services

•  Financial Consultation
•  Retirement Planning
•  529 College Savings Planning
•  Separately Managed Accounts
•  401-K /403-B / IRA Rollovers
•  Portfolio Design and Evaluation
•  Estate Planning
•  Insurance Planning
•  Tax Deferral and Planning

We can help you to simplify your financial plan by focusing on what is important to you and your family. Before designing your customized portfolio, we learn about your position in the marketplace, your personal risk tolerance, and the impact of volatility and price fluctuation on your investment options. Choosing an investment vehicle should be the last part of the wealth management process, not the first. Jim works with you side-by-side to ensure that you are confident and comfortable in your investing strategy.

Smart Investing doesn't have to be complicated. Understanding your finances is the first step toward strengthening your financial house.