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How it works

James’s goal is to establish a lifelong relationship with his clients to provide financial guidance and assurance in every life change and market fluctuation.

Step 1: Organize

Before recommending any solutions, James takes time to get to know you and your family and what financial security looks like for you. If you’re not sure what your life and financial goals are yet, he will help you determine your core values, illuminating how your finances can support what’s most important to you.

He will also take time to analyze your current financial situation—your income, debt, employer’s benefits, and more—to align your financial strategy to your current reality to your desired financial future. 

Step 2: Prioritize

Once you and James have solidified your goals, he can help you decide how to tackle each one in a tax-efficient way.

Rather than relying on generic recommendations for when to pay off debt and start investing, James will provide personalized solutions and resources for your specific situation and all its nuances. He can also suggest asset protection and wealth accumulation strategies you may have not considered on your own.

Step 3: Optimize

As your career and life develop, your financial strategy should too. Together, you and James will determine a check-in schedule that works for you, and he will help refine your investment strategies, insurance policies and retirement funding to serve your needs better over time.­­­­

James is a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), FINRA Series 7 and Series 66 Registered, Life and Health Licensed, Variable Life and Annuity Licensed and also a member of the National Association of Insurance and Financial Advisors (NAIFA).

James is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 

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