Services
Tax Planning & Preparation
Good planning is the key to reducing your tax burden. But to plan and prepare your taxes properly, you need someone with specific tax knowledge, as well as a comprehensive understanding of your financial situation and your goals.
•When I work with you on tax planning, we take control of the “tax levers” and create the strategies needed so you can have greater control over how much tax you will pay. Tax planning is proactive, so it helps with your tax bill now, but more importantly it helps set you up for a better future, something that’s especially important in planning your retirement.
•Once we have a plan in place, I’ll also handle your yearly tax preparation. For individuals who need high net worth tax preparation, I know the ins and outs of the tax complexities that you must navigate.
Personal & Business Financial Planning
Many people assume that they’re getting their financial planning needs met through their accountant, their insurance agent, or even an app on their phone. If this sounds like you, you’re not along. Many people go through life with only pieces of a financial plan and wake up in their 40s, 50s, or 60s and wonder why they didn’t do better, almost when it’s too late to fix things. As a Certified Financial Planner™, I help people of all ages create strategies and roadmaps to live a happy, successful life.
While I often work with clients on all of their financial matters (planning, tax, investments, estate, insurance), my financial planning services for individuals and businesses can be an “annual retainer” engagement. I’ll be your coach in your corner to provide guidance, education, and expertise on everything related to your financial life.
No matter how we work together or what stage of life you’re in, know that the work we do together is tailored to your specific situation and goals. We’ll collaborate closely to create a plan that’s easy to understand and makes sense for you.
Investment Management
When you’re saving for the future—whether it’s next year or the next decade—you want two things: for your money to grow and to feel secure in the investments you’ve made.
My investment management services are offered through NS Capital LLC, an Independent Registered Investment Advisor. I’ll work with you to create your investment strategy to help you achieve your dreams and goals.
But this isn’t a “set it and forget it” plan. We’ll work together closely to regularly monitor your investments and make changes as needed along the way to ensure your investments are aligned with your overall financial plan.
Estate Planning & Counseling
Most people don’t think about estate planning until they hit retirement age—it’s just too daunting to think about the inevitable. And many don’t even have a simple will in place so that their property and other assets can be transferred to their children or others when they die.
But whether you’re single or have a family, are an established professional or just launching your career, having an estate plan in place is one of the best things you can do for yourself and for those you love.
I can help with everything from simple wills to more complex estate plans including trusts and establishing your powers of attorney for healthcare and finances. Working with my partner, Encore Estate plans, you’ll have access to qualified attorneys to draft your documents and give sound legal guidance.
Insurance Services
While we always hope for the best, we must prepare for the worst, and comprehensive insurance coverage is the surest way to have both peace of mind and a solid foundation for your financial plan.
I’ll work with you to make sure you get the best price on the best plans for all of your insurance:
•Health
•Life
•Disability income
•Long-term care
•Annuities
•and more
client TESTIMONIAL
“We have a young and growing family and working with Jim has been a delight. He schedules late evening meetings when we’ve needed them, and he handles so many items for us. He was there to guide as we started our business and got us organized and set up. He also handles our life insurance needs, 401(k), investments, education funding, and wills and trusts. Jim is like a member of our family, and we are so happy he is!”
Cathy & Ben K.