James Kuxhaus, CFP® – Wealth Advisor
As a CERTIFIED FINANCIAL PLANNERTM professional, James’ role is to provide sound financial planning and investment management for our clients. He handles the financial planning specifics, investment strategy and implementation, and insurance policy reviews, strategies and implementation.
In first meetings, James will typically discuss general financial and life goals and objectives along with concerns about your current financial situation. He will also have a lengthy discussion about your overall financial picture, including cash flow, debts and insurance. Knowledge of those areas is critical before addressing investments and retirement planning.
This holistic approach to wealth management and close alliance with our clients' attorneys and CPA's allows us to help you in getting your entire financial picture to work together.