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“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 Transition Planning strategies for active duty military, Legacy Planning strategies, Retirement and Estate Planning, Investments, Asset and Income Protection, College Funding, Special Needs Planning, Business Continuation, Valuation, Business Succession, Executive Strategies, Corporate Benefits, and Employee Retention Strategies.