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James B. Rawlings, CFP®

Oakbridge Asset Management, LLC

897 Baxter Dr
South Jordan, UT 84095-8506
Phone: (801) 327-7222
Fax: (801) 327-7220

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Buying a Home
  • Asset Allocation
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Job Loss
  • Insurance
  • Startup
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Special Needs

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.