I am one of those blessed people who get to come to work everyday and pursue my passion for helping people address complex situations with confidence. Being a financial advisor is my second career after serving as a pastor for almost 25 years. In that role I observed what money does to families first hand. I watched marriages fall apart because spouses could not get on the same page with their finances. I've known too many families who are buried in education debt. I've observed the chaos when estate plans aren't completed, creating strife and division in a family. I've seen the fear and anxiety in a family's eyes after a funeral when proper protection coverages were not in place. I've known too many friends who needed to retire but couldn't afford to do so meaningfully or on their terms. I've seen what happens when seniors get sick and need help but they've run out of money.
Everyday I commit myself to this role in our community because I want to do everything I can to make sure families don't fall apart over money. In our branch we strive to serve diligently, working cooperatively with our client's tax and legal professionals to make help ensure that our clients are all taken care of financially, meaning:
1. They have adequate cash flow now and in the future.
2. They are using appropriate tax advantaged investments and accounts.
3. They have plans to address the expected and unexpected risks in life.
4. They are educated about estate considerations.
5. We help them manage the wealth they are building and utilize it to live out their goals.
My family has been in Manassas since 2009 and have made Prince William County our home. I am a member of the Prince William Chamber of Commerce and the Rotary Club of Manassas. We are proud to serve our community and look forward to meeting you and your family in a local restaurant, or, if we're lucky, on a trail in one of our state's beautiful parks. Or, just give us a call. We'd love to set aside some time to visit.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
My Personal Interests
- Home Improvement
Office Address9408 Grant Ave Suite 303
Manassas, VA 20110
Phone NumberJim Boltz at (703) 257-6077
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