skip to main content
Main Menu
ABOUT
Meet James
The CFP® Difference
Strategic Alliances
Planning Process
EXPERTISE
Services for Individuals and Families
Services for Business Owners
Services for Pre-Retirees and Retirees
Investment Management
EDUCATION
Investment Newsletter
Calculators
Helpful Links
CONTACT US
Location and Contact
Schedule a Meeting
CLIENT LOGIN
eMoney
Eagle Strategies
New York Life
Mainstay Funds
American Funds