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."
Licensed & Registered
Your Trusted, Licensed Retirement Specialist
Florida Department of Financial Services
License Number
W036619
National Producer Number
(NPN)
16176044