James Financial Group

Jody James has over ten years’ experience in his Business, Estate & Generational Planning Strategies Practice.

Jody and the Twin City Financial Group team work with family-held and nonprofit businesses in the areas of business continuation arrangements, negotiation of compensation packages, and retirement and estate planning.

He works closely with individuals and small business owners to craft creative and customized strategies that allow them to reach their financial and life goals.

Jody earned a Bachelor of Arts in History from Le Moyne College and a Master of Business Administration degree from Brandeis University.

Jody lives in Freeport, ME with his wife, two boys and a daughter. He loves to travel, work out, and spend time with his family.

Service Features

Flexible Business Hours
Weekend Availability
Virtual Meeting Capabilities
Robust Professional Referral Network

Personal Financial Needs

Investment Strategies
Insurance Needs Analysis
Education Funding Strategies
Retirement Planning Strategies
Estate Conservation Strategies

We offer Assistance with:

Investments

Mutual Funds
IRAs/IRA Rollovers
Retirement Plans (401(k), SEP…)
Brokerage Services

Employee Benefits

401(k) Plans, Profit Sharing
Defined Benefit Plans
Group Life & Disability Insurance
Group Health Insurance
Key Executive Benefit Plans
403b Plans

Business Protection

Business Succession Strategies
Key Person Life Insurance

Insurance and Annuities

Whole Life Insurance
Variable Life Insurance
Disability Income Insurance
Annual Renewal & Level Term Insurance
Universal Life Insurance
Variable Universal Life Insurance
Long Term Care Insurance
Fixed and Variable Annuities