

7222 Commerce Center Dr
Colorado Springs
CO
80919
Professions
Financial Advisor
Fields
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