Services
Specialties: Areas of Focus
- Family Finances
- Wealth Preservation Strategies
- Charitable Giving
- Retirement Income Strategies
- Investments
- Estate Planning Strategies
- Executive Compensation and Benefit Strategies
- Employee Stock Options
- Small Business
- Retirement Planning Strategies
- Tax Planning
- Business Consultation
- Business Advising Services
- Payroll Advising Services
- Trust Advising Services
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
jody.james@lpl.com | (207) 504-3614