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Safe Money Retirement Investment Management 

 Financial Advisor

My name is Gerry James and I am a Income Planning Expert. 

As an income planning expert, I use annuity's to safely and securely provide an income for ones lifetime, with contractual guarantees. I am required to meet certain 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 recomendations have no risk or ongoing fees.

Retirement Investment Management

I provide experience with the following financial services to help you reach your goals:

  • Lifetime income planning with no-lost contractual guarantees
  • Helping you optimize and diversify your retirement investments
  • Evaluating and recommending safe investment opportunities for your needs
  • Helping protect your investments through risk management
  • Helping develop your retirement plan
  • Managing external impacts on your portfolio
  • Helping you develop sound, safe financial priorities
  • Providing financial information and insight
  • Managing Portfolio Planning