76% of Americans are living paycheck to paycheck...

Are you One of Them?

Would you like to receive free finance tips?

Sign up for our completely free newsletter, which will be delivered securely to your inbox. Your information will never be sold to any third party.

What best describes you?

The Young Professional
The Family
The Retiree
The Business Owner
James D. Snow

James D. Snow

Founder / Principal Advisor

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 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.

Facebook Group · 366 members
Join Group
Finance Command: where you take control of your legacy. This is a private group, where discussions of finance, benefits, strategies, planning, inves...
Veteran Business Builder
Facebook Group · 67 members
Join Group
If you are a military veteran turned Entrepreneur / Business Owner or you aspire to open your own business. This group is intended to be a resource f...
var $zoho=$zoho || {};$zoho.salesiq = $zoho.salesiq || {widgetcode:"93c5e6a90f3b2e3731aaac2aab4224fde99c0b7f5b92606a6d4a2b193d08fbcf38dc763b9fee24d9ac6dfb647b33d09e", values:{},ready:function(){}}; var d=document;s=d.createElement("script");s.type="text/javascript";s.id="zsiqscript";s.defer=true; s.src="https://salesiq.zoho.com/widget";t=d.getElementsByTagName("script")[0];t.parentNode.insertBefore(s,t);d.write("
Close Menu