About My Practice
overview
Experience
Jim has 23 years of experience helping individuals, families and business owners make smart decisions about their money. In that time he has helped clients face many difficult and varied challenges including:
-planning after a disabling medical event
-divorce issues
-nursing home issues for an elderly parent
-business planning concerns/the sale or purchase of a business
-planning after the death of a spouse or parent
-planning after the loss of job or early buyout
-pre and post retirement planning
-issues around an inheritance
Registrations, Licenses, Certifications & Affiliations
Insurance Licenses
Life insurance: PA,OH, IL,TX,CO, Health/disability insurance: PA,OH,IL,TX,CO, Fixed annuities: PA,OH,IL,TX,CO
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA
Considerations: Investment advisory services are fee only and offered by The Baran James Company, a registered investment advisor. Commissions may be earned by the sale of insurance products only.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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