Understanding what is most important to you helps to begin our work together. For over 20 years, I worked in the metals industry. Starting with a local steel company and moving to regional management at a Fortune 500 metals company, I was able to help my customers meet their objectives. But now, everyday, I get to help my clients work toward reaching their most important financial goals!
Our focus is helping high net worth families organize assets, protect their wealth and create a legacy. By working with you, your CPA, attorney or other professionals, we use our established process to provide goal-centered strategies to help you meet the objectives that are most important to you.
A graduate of the University of North Alabama, I earned bachelor's degrees in marketing and in management. Prior to that, I graduated from Florida College with an Associate of Arts degree.
Growing up in a military family and moving often helped me learn to build relationships quickly. Alabama has been our family home for several generations and I married my lovely wife, Kristy, a Cullman native, in 1994. We have three wonderful daughters Ashley (husband Jeffrey), Paige and Jamie.
Our new office, located next to Heritage Park in Cullman, AL, is ready to help you reach your most important financial goals. Meeting folks in the community has helped our business reach out to people looking for financial advice. You will see me at Rotary of Cullman events, as well as Cullman Chamber of Commerce meetings.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Personal Fitness
Phone NumberJames R Tackett at (256) 841-1868
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