Crunch the Numbers with James

James has taken his lifelong passion for details and numbers and applied it to building strong financial plans for his members that are based on trust and integrity.

 

James believes that any long-term business relationship should be built on a foundation of reliability and honesty, listening carefully to his clients to better understand their needs and financial goals.

 

Drawing on his previous experience as an accountant, James knows all the ins and outs of finances and will use that knowledge combined with his solutions-based advice to build trust with his members, specifically in the area of retirement planning.