It's easy to get started. Please email me for a no-cost, no-obligation consultation.
Jim services the following Genisys locations:
|Clarkston - Dixie Hwy., Clarkston, MI 48346-1214||By Appointment Only|
|Clarkston - Sashabaw Rd, Clarkston, MI 48346-????||By Appointment Only|
My Professional Services:
- Retirement Planning
- Life Insurance Planning
- 401(k) Planning
- Education Funding
- General Investment Management
- Wealth Preservation
- Investment Management
Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we’ll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I’ll be here for you at every stage of your life.
As a trusted partner of Genisys Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child’s or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
- BA - Michigan State University