Do You Know a Small Business Owner Who Needs Financial Guidance? We’re Here to Help.

Do You Know a Small Business Owner Who Needs Financial Guidance? We’re Here to Help.

March 06, 2023

When the economy is booming, people tend to feel more confident about their finances, and worry less about the future. Fast-forward a few years to a struggling economy with high inflation, and we have a very different picture.

My goal is to help simplify the complex and help my clients make solid financial decisions. We at James Financial Group have access to more resources, offer more flexibility, and have a knowledgeable team in many areas, including attorneys, CERTIFIED FINANCIAL PLANNER™ professionals, and investment advisors. 

We know that small business owners can often put financial planning on the back burner as they’re bogged down with the day-to-day operations of their business. So if you know a small business owner (or anyone!) who would benefit from a partnership like this, we invite you to send them our way.

A Solid Support System

Maybe your business hasn’t been greatly impacted by the events of the past few years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan. At James Financial Group, our job is to help you live life to the fullest by helping you make wise decisions about your financial plan. When life changes happen or you just have financial questions, you can always count on us. Do those in your network have this same kind of support system?

Striving for Trust 

That’s why we’d like to remind you that we’re here—not just for you, but also for your friends, family, and coworkers. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect with and get to know new clients who may need the services we provide. 

We believe the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your best life.

We’re Here to Help

We work with individuals and small business owners on a daily basis, helping with tax relief, tax mitigation strategies, and providing education, options, and financial peace and confidence. We specialize in helping business owners get on track for retirement, as well as educating them and their employees about the services available to them.

If you know someone that would be a good fit for these services, please share my information so they can reach out to schedule a no-obligation, get-acquainted meeting, or call us at 207-504-3614.

About Jody

Jody James is an LPL financial advisor at James Financial Group, a firm that takes the mystery out of investing, managing risk, and preparing for retirement. With over 10 years of experience in the wealth management industry, Jody works closely with individuals and small business owners to craft creative and customized strategies that allow them to work toward their financial and life goals and preserve their wealth. Serving as a bridge between Wall Street and Main Street, Jody loves the juxtaposition and synergy as he helps clients pursue their dreams while also making an impact on the local community—raising capital for other businesses, entrepreneurs, and innovators.

Jody has a bachelor’s degree in history from Le Moyne College, an MBA from Brandeis University, and holds the Series 7 and Series 66 certifications through LPL Financial. When he’s not working, he enjoys traveling, working out, and spending time with his wife and three children, whom he adores. He’s also a huge New England Patriots fan. To learn more about Jody, connect with him on LinkedIn.