Jim has been offering financial advice on a fee-for-service basis to individuals and businesses since 1986. He specializes in designing, implementing and monitoring all aspects of pre- and post-retirement planning as well as investment advisory, tax guidance, insurance planning and wealth transfer strategies. He has the ability to interpret the complexities of today's financial world and to create an understandable financial plan.
“I have counseled hundreds of clients over the years and have found that each individual has unique financial goals and objectives. Retirement, for example, is more than just running numbers through a computer. Not only are there income needs, portfolio construction and income tax issues to consider, but also the emotional issues that come with retirement. Balancing the needs and emotions of each client is a big part of my job.”
Jim and his wife Lynn reside in Normandy Park and spend their spare time traveling, golfing and hanging out with their children and 5 grandchildren.
Jim is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Adviser Representative of Lincoln Investment.