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Client Centered

We work with clients to help them understand and manage their investments and objectives. As part of our overall approach to a client’s financial situation, we assist them in pursuing investment goals and retirement distribution planning for 401(k), 403(b)  and IRA Rollovers. 

Regardless of whether retirement is around the corner or years away, we understand that planning for your future is the driving force behind your overall wealth strategy.  This is why Jim and his team help you chart a course toward the type of life you want to live after retirement, without losing sight of your immediate financial goals.

We also introduce you to experienced professionals who can help with wills & trusts, selling a business, transferring or gifting assets.