DAVID P. JAMES, AAMS, CFP®
Chief Financial Officer
Your Financial Future Depends on your Choices Today
The investment climate has never been more exciting or more challenging than it is today. Now more than ever, customers of financial institutions demand professional advice and guidance, and require the ability to receive comprehensive products and services from a single entity.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, my office maintains a constant commitment to putting service first.
As a full-service brokerage office, I offer clients an assortment of quality, non-proprietary investments, including:
- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- College planning - long-term planning to ensure you’re ready when your children are
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
- Mutual funds - for diversification and professional management
- Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
If you would like any further information about these topics, or other areas of investing, please don’t hesitate to call or email my office. I can help you make sense of today’s investment climate.