We listen. We educate. You succeed.

We have had the pleasure of knowing Jim for 30+ years. He has managed our finances with professionalism and integrity. He is very knowledgeable and always answered our questions in ways we could understand.     

He has invested our money with great care to allow us to enjoy our retirement years. We have always had the greatest confidence in his decisions and he has never let us down.    

In addition to being our financial advisor, we consider him a good friend.

I started to work with Jim about 5 years ago. We discussed what my short and long term goals were for retirement. I wanted financial security with minimal risk while providing me with an income stream that addressed my needs. I retired 2 years ago and all is going according to plan. It is nice to not worry about stock market fluctuations and know that the retirement money I worked hard for is not at risk.