Focus: Insurance Strategies
Jim Cardall has been in the financial services arena for over 20 years. Jim’s practice specializes on retirement planning, estate planning1, business exit planning and comprehensive financial planning for individuals and business ownersThrough study and education, Jim has earned several designations related to the financial services industry. These include Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified in Long Term Care (CLTC), and Registered Financial Consultant (RFC).
Jim is a member of the Financial Planning Association (FPA), the Salt Lake Estate Planning Council, the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors.
Licensed in New Mexico and Utah
FINRA Series 26 - Investment/Variable Principal
FINRA Series 6 - General Securities
FINRA Series 63 - Uniform Securities Agent
FINRA Series 65 - Investment Advisor Law
1 Estate planning is accomplished by working in conjunction with the client’s tax and legal advisors
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