James "Jim" Fisher

Credentials:
  • CFP®
  • ChFC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in Florida, Indiana, Kentucky, Maryland, Michigan & Ohio
  • Registered to offer securities in California, Florida, Maryland, Nevada, New York, Ohio & Texas
  • B.S.B.A with a concentration in Finance from The Ohio State University
  • MetLife Super Starter Qualifier
  • 2010 Central States Financial Group Senior of The Year
  • Certified Financial Planner ™
  • Chartered Financial Consultant ™

PERSONAL

  • Graduate of Thomas Worthington High School
  • Resident of greater Columbus since 1996
  • Hobbies: Golf, Soccer, Triathlons, Spending time with family and friends.
  • Former Co-Captain of the OSU Varsity Men’s Soccer Team

ORGANIZATIONS

  • Member of Ohio State Alumni Association
  • Member of Varsity O
  • Member of the Ohio Farm Bureau

PRODUCTS AND SERVICES

  • Traditional & Roth IRA
  • Deferred Compensation
    • 457 Plans
  • Variable Universal Life Insurance
  • Disability Income Insurance
  • Mortgage Protection (through life insurance and disability income insurance)  
  • Wealth Management 
    • Advisory Accounts  
  • Consolidation/Rollovers
  • Fixed Annuities & Variable Annuities
  • Pension Payout Alternatives
  • Estate Conservation Strategies
  • Term Insurance
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Charitable Giving Strategies
  • Pension Transfer/Rollovers
  • Long-Term Care Insurance
  • Universal Life Insurance  
  • Education Funding Strategies
    • 529 Plans                                                    

See James’s Licenses and Disclosures

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Contact James

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Skylight Financial Group - Dublin

Satellite Office

5455 Rings Road, Suite 125
Dublin, OH 43017

L0816476761[exp0717][AZ,FL,IN,KY,MD,MI,NV,NY,OH,TX]