Focus: Insurance Strategies, Investment Strategies
For more than 30 years, James F. Glass has operated a successful business based on the relationship he builds with each client. That relationship begins when a business, family or individual recognizes the need to build and protect assets and plan for the future.
Through one-to-one consultation, Jim helps his clients articulate their vision for financial independence and peace of mind, then offers strategies to help achieve goals they define:
• A comfortable retirement
• Lifetime income
• Family business succession
• Long-term financial security
What about you? Jim can help you to address important decisions that all of us encounter but which many of us fail to act upon soon enough.
He begins by helping you gain a better sense of where you are and where you want to go. He designs a process to help you optimize growth, mitigate risk, and protect wealth. When changes in tax laws, in the marketplace or in your situation call for adjustments, Jim provides the expertise to keep you on track.
Whether you have already accumulated significant assets or are building your way up, you will appreciate the sound advice and measurable results that Jim provides. Also consider this: most of Jim's new clients are referred by his existing clients, their CPAs or their attorneys.
How can Jim Glass help you? Contact him today to schedule a no-obligation appointment.
Check the background of this investment professional on FINRA’s BrokerCheck
3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541