James Financial Group

our first priority is helping you take care of yourself and your family. we want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. my mission statement is to help my clients work toward financial independence through planning. we want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. we aim to accomplish this through education, training, integrity, and outstanding client service. take the mystery out of financial planning and pursue a strong financial future for you and your employees! to learn more about james financial group, please visit https://www.jody-james.com/ --- the content is developed from sources believed to be providing accurate information. the information in this material is not intended as tax