Safe Money Retirement Investment Management
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