Jim's Mission

The mission of Jim and his team is two-fold:

1. To attract and develop highly motivated professionals to a financial services career.

2. To provide comprehensive financial planning for families and businesses who value relationships above all else and who are energetic about the vision they have for their future.

We believe the financial world is a complex one and that people need guidance to build the life they want. Our clients are bright, driven, and heavily involved individuals. Our clients have trust in us and the resources of our team, to do our job well, so they can live their passion rather than learn to do the job of a credentialed, trusted Advisor.

Our clients value our relationship because we provide an environment where they can dream about their most meaningful life goals. Throughout this process, we have fun along the way, as we build progress toward achieving those goals together.We understand that our role is as a service provider. Our Promise is to be 100% transparent in our relationships and to be responsive, with great urgency, at all times.

Our Planning Approach

1. Get to know you and find out about the personal, professional, and financial goals that are most important to you.

2. I will review the steps you have already taken toward these goals and determine if I might be able to provide some specific recommendations to further help you achieve them.

3. If you choose to implement these recommendations, we will continue to work together by regularly reviewing the progress toward your goals.

James Thomas Stinson, CLU®, CFP®

Wealth Management Advisor

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