begin building your own unique plan
Take the first step towards the future you have hoped and dreamed was possible
noun | leg•a•cy | \’le-gә-sē\
Definition of LEGACY
• the legacy of the ancient philosophers
• The war left a legacy of pain and suffering.
Former U.S. Army Combat Medic, James approaches each case with one thing always in mind: What is going to be in the best interest of the client or company. A needs-based approach is central to what we do for each client we work with, because regardless of the specific details being addressed, the strategy design is built around unique individuals and entities.
“This plan is yours, and should fit like a glove. If it doesn’t, then we haven’t done our job to your satisfaction or ours.”
James’ experience serving our country enables him to include in his practice, a specialized skill-set helpful in working with active and prior military families and small businesses (10-200 employees). Expertise also includes Multi-generational Legacy strategies for families, Retirement and Estate Planning, Investments, Asset and Income Protection, College Funding, Special Needs Planning, Business Continuation, Valuation, Business Succession, Executive Strategies, Benefits, and Employee Retention Strategies.