About My Practice
We dislike ads. You came to this site to look for advice or a capable financial planning firm. We’re given 500 or so words ‘advertise our service’. We believe starting a conversation, not using an ad is a good way to begin. A conversation with you on your level, speaking your language.
Hello, my name is Jim Casey. I am a Certified Financial Planner Practitioner™. I absolutely love what I do and work with a great team that also love what they do. We are a full-service financial planning firm. We do the same thing other firms on this site do. They are all very capable. The advantage of our practice stems from our integrated, comprehensive approach to planning, which provides you with control over your affairs and allows for flexibility to adapt to changing needs.
By tailoring our advice to the needs of each client and maintaining regular, ongoing communication, we have been successful at growing and protecting our clients’ assets to achieve their long-term goals. While our experience is deep and our services are broad, our approach to working with you and the level of service you will receive is what sets us apart. Our commitment is based on:
- Personalized Service – Each client we work with has unique goals, backgrounds, perspectives, and thoughts on long-term planning. Our success depends upon understanding your individual objectives and advising appropriately on strategies.
- Long-Term Partnerships – In many cases, we have the opportunity to work with clients through multiple generations. We want to work with you today and with you and your family tomorrow, as well.
- Integrated Service – Our team offers a spectrum of services which benefit our clients by creating a cohesive approach to meeting client needs. We work in partnership with attorneys, CPA's, trust accountants, pension administrators, CFP's®, and other financial professionals as needed to provide a complete range of financial services.
What we do first is listen. We meet you the first time and don’t charge. We want to get to know you and allow you to know us. Let’s talk about your situation and take it from there. Sure, we can handle your investments, formulate a plan, and provide recommendations. We do that extremely well. But the most important part is getting to know you and your situation. Give us a call. Let’s discuss you and your situation then take it from there.
We do not pursue one investment strategy; we build and monitor one to fit your unique circumstances. We incorporate a comprehensive approach to our planning covering all aspects of the needs analysis process, i.e. wealth preservation, estate planning, risk management, investments, budgeting, tax, and retirement planning. One of the most important facts for you to know is that we are independent planners, so we have no outside interests or proprietary products we are forced to market. No one is forcing us to ‘sell’ you something to meet a goal. Our focus is on you, our client.
We have been providing financial advice to our clients for over 20 years. Our firm has of some of the best and most knowledgeable professionals in the industry. Our expertise ranges from wealth preservation, basic investment and portfolio management, to estate and comprehensive financial planning.
One of the key items in effective financial planning is to know what you do not need. Many planners attempt to sell or market everything they are able. This is not a good practice. We provide comprehensive analysis of your financial situation and recommend solutions based on only what you need, not a standard collection of products. We are primarily fee based and do not market proprietary products.
We welcome your inquiry. There’s no charge for your first visit and we welcome the opportunity to get to know you. We are here to help. Give us a call.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance: FL, Health/disability insurance: FL, Fixed annuities: FL, Variable annuities: FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Securities and Advisory Services offered through LPL Financial, Inc. Member FINRA/SIPC.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.