FInanical services
LET'S GET YOUR FINANCIAL HOUSE IN ORDER!
Are you done paying others to lose your money? Are you concerned, and thinking, "Oh no, I cannot work for a year or two?"
With taxes going up, are you properly positioned for potentially a tax-free supplemental retirement income?
What strategy should be used to not exceed Provisional Income Limits?
James has been a licensed financial professional for over thirteen years, and has helped many families bring their financial house in order. He has a great passion to educate people on how money works. What sets him apart from many others is that he listens to your hopes, dreams, and goals---- and is an advocate for you.
James makes recommendations to help you set in motion the correct plan, and not just the status quo!
OUR SERVICES
One-on-One Mentoring
Free Financial Review
Free Financial Review
Free Financial Review
Free Financial Review
Free Financial Review
Book
Free Financial Review
Ebook
Ebook
Online Video Workshop (pdf of workbook + videos for each session)
Ebook
Workbook
Online Video Workshop (pdf of workbook + videos for each session)
Online Video Workshop (pdf of workbook + videos for each session)
Online Video Workshop (pdf of workbook + videos for each session)
Online Video Workshop (pdf of workbook + videos for each session)
Online Video Workshop (pdf of workbook + videos for each session)
We are happy you are here!
Please sign up below to receive our monthly newsletter, updates, and marriage tips!
Check out our New Book
Click on the link below to get information about our new book and other services that we are offering.