There are many financial products in the market, so choosing the ones that best meet an individual client’s retirement savings or investment needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and financial services provided by our Radnor financial advisor include:

  • Retirement Income Planning
  • Safe Wealth Building
  • Individual Retirement Accounts
  • Roth IRA Accounts
  • Hybrid/Income Annuities
  • Fixed Index Annuities
  • Certificates of Deposit
  • 401k Rollover Planning
  • 403b, TSA, and TSP Planning for Gvn’t Employees
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

James believes in an individual focus for every client, and in creating a comprehensive financial plan that is customized based on a client’s situation and financial goals. Connect with our team today to schedule a consultation in Radnor and the surrounding area.