Rotary International

US Army Veteran

VCNCT Member

Worldwide Who's Who

 

 

I provide total financial needs analysis through a network of experienced professionals with expertise in:

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

I am licensed to sell insurance in Texas: Insurance License Number: 2006425


 
  


Americans, especially those in the middle class, need better financial advice, according to a Financial Engines study.  Only about 1/3 of individuals earning between $50,000 and $100,000 per year have a comprehensive financial plan in place, while close to 1/2 of those earning $100,000 or more can say the same.

In addition, the study indicates that financial strategies for middle-income earners tend to exclude important considerations - such as affording college, purchasing life insurance, or implementing an estate plan - suggesting this group is in particular needs financial advice.
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Nationally recognized advisor, published author, and risk management specialist, working with numerous  high net-worth individuals in addition to Corporations, State and Local Government Agencies, and State University Systems
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Total Needs Analysis
This is the best place to start for you and your organization
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James D. Snow, Chief Advisor and Certified Risk Management Consultant
James D. Snow