Executive Financial Consultant
Our Process
We use a comprehensive planning approach. This brings together all facets of your financial situation. We focus on deep discovery to ensure our solutions are tailored specifically to our clients vision for the future.
Our Team
We’re equipped with a team of financial experts to ensure that we’re able to meet all of our clients needs. Within our region we have access to our network of specialists who work along side our team of three.
In the Media
Jim is the host of Money Matters on BNN Bloomberg 1410 Radio. He also can be seen on Joytv as the host of Teachable Moments. He is currently recording a national television show also called Money Matters.
Solutions & Services
Business Succession Planning
Tax-Efficient Investment Planning
Estate & Legacy Planning
Our Team
Associate Consultant
Executive Assistant
Ready to learn More? Contact Us Today!
As Seen In
The Do’s and Don’ts of Designating Beneficiaries
Download our free whitepaper for guidance on when direct beneficiary designations should and should not be used.