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Developing your personalized solution

James focuses on a comprehensive approach with areas of specialty, including:

Business_Icons_Growth_Pegasi.jpgAsset protection strategies*

You can manage the risks that could derail your goals, deplete your assets, or threaten your income.

 

Business_Icons_Handshake_Pegasi.jpgPhysician-specific disability insurance

No one expects disability to happen to them, but if it does, disability insurance can help prepare you and your family so that finances aren’t an issue.

 

Finance_Icons_Deposit_Pegasi.jpgDebt management

Student loans, personal loans, and credit card debt can all weigh you down financially and emotionally. Develop a tax-efficient pay-off strategy that will empower you and won’t force you into a scarcity mindset.

 

Insurance_Icons_Protection_umbrella_Pegasi.jpgLife insurance strategies

You can provide long-lasting security for your family through life insurance. James can help you determine the level of coverage you need to fortify your family against the unknowns.

 

Finance_Icons_Bank_Building_Pegasi.jpgTax minimization strategies*

James will consider the impact of taxes is for each strategy he recommends. He also evaluates tax-minimizing strategies appropriate for your situation.

 

Finance_Icons_Time_is_Money_Pegasi.jpgRetirement funding options

Work with James to select a retirement account and contribution strategy that will help you diversify your savings and protect your retirement dreams, no matter what the next years in the workforce bring.

 

Business_Icons_Briefcase_Pegasi.jpgExit strategy*

As a business owner, your practice is one of your life and financial investments. James can help you address financial and tax considerations when developing your exit strategy.

 

Business_Icons_Coins_Pegasi.jpgCollege funding options

While college costs continue to rise, many parents and grandparents are looking for ways to support their loved ones in accessing higher education. You can establish investment accounts and strategies that will help you provide for your family when it matters the most.

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. 

2096666/DOFU 6-2020