Financial Services

Bonds

Tax Free Bonds

Corporate Bonds

STRIPS

Treasury

TIPS

Investment

CONSERVATIVE

Portfolio Analysis &
Planning

Tax-Advantage

Option Trading

Strategy

Equities

Mutual funds

ETFs

International Investments

Currency

Alternative Investments

Annuities

Commodities

Planning & Review

CONSERVATIVE

Retirement Planning

Estate Planning

College Planning

Corporate 401k

Health Planning

Life, Longterm Care

Disability

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Quality Objective Financial Advice

James is committed to providing quality service with truly objective advice in an easy to understandable format. James offers/teaches clients financial advise in a variety of areas:

  • Investment Strategy Planning
  • Financial Planning
  • Options
  • Option Hedging
  • Exchange Traded Funds (ETF' s)
  • Mutual Funds
  • Alternative Investments
  • Investments that can help protect from large market swings

James has the flexibility to offer you advise from a wide range of investments to help you meet your financial objectives.

James uses many different types of conservative investment tools. This will all start with a basic diversified investment portfolio such as:

Bonds

When you decide to invest in bonds, you then need to decide what kinds of bond investments are right for you. Most people don't realize it, but the bond market offers investors a lot more choices than one would think. Depending on your goals, your tax situation and your risk tolerance, you can choose from municipal, government, corporate, mortgage-backed or asset-backed securities and international bonds. Within each broad bond market sector you will find securities with different issuers, credit ratings, coupon rates, maturities, yields and other features. Each one offers its own balance of risk and reward.

Stocks

A type of security that signifies ownership in a corporation and represents a claim on part of the corporation's assets and earnings. There are two main types of stock: common and preferred.

  • Common Stock:
    Usually entitles the owner to vote at shareholders' meetings and to receive dividends.
  • Preferred Stock:
    Generally does not have voting rights, but has a higher claim on assets and earnings than the common shares. For example, owners of preferred stock receive dividends before common shareholders and have priority over common stock holders in the event that a company goes bankrupt and is liquidated. *Dividends are not guaranteed and must be authorized by the company's board of directors.

He then uses the personal discovery meeting to uncover and develop your needs to incorporate strategies like:

  • Tax-Advantaged Investing:
    Help reduce your tax liability and let more of your money work for you
  • Retirement Planning:
    Design an investment strategy to help you towards your retirement goals
  • Estate Planning:
    Preservation of wealth from generation to generation or any other financial goals you may have!!

Once James has developed a plan, he will Provide Ongoing Reviews. You will continue to receive one on one contact with him.

Whether you are looking for management services, or a diversified fee-based account that includes stocks and bonds and thousand of other products James will develop a truly personal plan.

James has the flexibility to offer you advise from a wide range of investments to help you meet your financial objectives.

Once the investment strategy is implemented, James will conduct comprehensive periodic reviews of your investment objectives, your portfolio's performance and your overall progress toward meeting your personal financial goals.