Comprehensive financial planning is like a puzzle. From cash flow to estate planning, it goes together one piece at a time. A good plan starts with asking ‘why?’ Once we know the ‘why,’ we can put all the other pieces — the ‘what, when, and how’ — into place during the planning process.
Jim has more than 20 years of experience helping clients achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ CFP® and holds FINRA Series 7, 65, 63, 31 licenses in Alabama, Georgia, New York, Pennsylvania, and Vermont. He also holds Life, Health, and Variable Annuity Licenses. He is a member of the Financial Planning Association (FPA), National Association of Tax Professionals (NATP), and Leadership Shelby County. He is also a StrongHer Money Ambassador.
Jim graduated from The University of Alabama with a Bachelor of Science in Corporate Finance with a concentration in World Business and a minor in Economics. He is currently enrolled in Villanova University’s Charles Widger School of Law where he is working towards a Master of Taxation with a concentration in Estate Tax Planning. He will complete his degree in fall 2023.
He is the President of the Pelham City Schools Foundation, Past President of Leadership Shelby County Alumni Board, Past President of FPA of North Alabama, and Past Campaign Chair for the United Way of Central Alabama.
This is where your personal game plan starts. We’ll work together to identify your needs, wants, dreams, and concerns too. I’ll analyze items like your financial statements, tax returns, cash flow and budget. From there we will create a plan of action that I will coach you through.
Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging RFG’s state-of-the art portfolio stress testing and risk assessment tools we ensure that your questions are answered, and needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.Visit Bluemonte
Recognizing that men and women think and talk about money differently, RFG created an educational website designed for women to learn how to live financially fearless.Visit StrongHER Money
Similar to how sports teammates need to know what play has been called, all members of your team need to know your plan too. I will work with the applicable members of your team – the CPAs, Attorneys, Lenders – to make sure we’re working together on your behalf.
Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.See First Hand Our Client Portal Experience
Many people are confused about how their life insurance policy works and are unsure how to find out more, knowing it can be difficult to get objective advice from agents that work on commission. Many policies have not performed as expected leaving the policy owner unsure how to get more information. We bring clients through a process that reveals how their policy works, so that they know how to best manage it going forward.
1400 Urban Center Drive, Suite 475
Vestavia Hills AL, 35242