Multigenerational Legacies Unleashed
“Every wise person acts with good sense, but fools show how foolish they are.”
“Good people leave their wealth to their grandchildren, but a sinner’s wealth is stored up for good people.”
“I can do all things through Christ who strengthens me”
“For we walk by faith, not by sight”
2 Corinthians 6:7
“With God’s power working in us, God can do much, much more than anything we can ask or imagine”
What best describes you?
“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.