Safe Money Retirement Investment Management
Financial Advisor
I'm Gerry James, and I specialize in income planning.
As an income planning expert, I use annuities with contractual guarantees 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 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 build sound, safe financial priorities
- Providing financial information and insight
- Managing Portfolio Planning
"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"
