I provide personalized financial planning and help you protect your family, future, and income.

Jim Rose, CFP®

My mission is to help individuals develop financial objectives, and achieve those objectives. I strive to help you consolidate, coordinate and simplify your finances so you can live safely and comfortably in retirement. I am committed to each and every relationship  developed with clients and sincerely work to make a difference in the lives we touch.

I pride myself on delivering a holistic approach focusing on six key areas:

  • Financial Position
  • Protection Alternatives
  • Investments
  • Tax Reduction Strategies*
  • Retirement Funding
  • Estate Conservation Strategies*

I hope you find this site informative and useful. Feel free to contact us if you would like more information about my services.