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Jim services the following Genisys locations:
| Clarkston Branch - 7357 Deer lake Rd, Clarkston, MI 48346-1214 | By Appointment Only |
My Professional Services:
- Retirement Planning
- Life Insurance Planning
- 401(k) Planning
- Education Funding
- General Investment Management
- Wealth Preservation
- Investment Management
My Background:
Helping you pursue 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?
My Education:
- BA - Michigan State University
I am a Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC.