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.

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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.

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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.

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Solutions & Services

Business Succession Planning

Tax-Efficient Investment Planning

Estate & Legacy Planning


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Our Team

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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.