7222 Commerce Center Dr

Colorado Springs




Financial Advisor


Estate Planning, Financial, Insurance, Mortgage, Property Casualty, Tax, Other

About Me
Workshops Offered

Asset Allocation & Modern Portfolio Theory, Estate Planning, Exploring Your Options for a Quality Retirement, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Refinancing 101, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Social Security Explained

James has been in the business of helping people achieve their dreams for over 18 years. \r\nThrough education and training James has been able to show his clients how to preserve and grow their valuable assets while living worry free in retirement.\r\n

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© 2020 The Society for Financial Awareness   

3914 Murphy Canyon Rd Ste A125

San Diego, CA 92123

(858) 268-7092