Safe Money Retirement Investment Management
Financial Advisor
I’m Gerry James, and I specialize in Lifetime income planning.
As an income planning expert, I use annuities with contractual to provide a safe and secure income for one’s lifetime. I am required to meet specific educational and business qualifications to help ensure that I can accurately assess your financial situation, recommend solutions, and transact business according to your needs. Unlike most brokers, my recommendations have.
Retirement Investment Management
I provide experience with the following financial services to help you reach your goals:
- Lifetime income planning with no-loss contractual
- Helping you optimize and diversify your retirement investments
- Evaluating and recommending safe investment opportunities for your needs
- Helping protect your investments through management
- Helping develop your retirement plan
- Managing external impacts on your portfolio
- Helping you build sound, safe financial priorities
- Providing financial information and insight
- Keeping it very simple and easy to understand.
Testimonials
"Gerry has handled our accounts in a simple, transparent manner. He has far outperformed our old advisory firm and done so with no downside risk. He charges NO FEES and has put us in a position where we never have to worry about whether we will have enough money to enjoy our retirement. He did exactly what he said he would do and more."
"Gerry James has managed my account for several years and he has 2 management philosophies that he explained to me from the jump: 1. Never lose money 2. Refer to #1. He has managed my accounts according to these philosophies and made me a fair annual return."
Don & Joann Young
Licensed & Registered
Your Trusted, Licensed Retirement Specialist
Florida Department of Financial Services
License Number
W036619
National Producer Number
(NPN)
16176044