I help Build, Manage, Protect and Transfer wealth for a select group of individuals, families, businesses and institutions.
The cornerstones of wealth are:
2. Banking, credit and liability management,
3. Risk management through insurance,
4. Trust, estate and fiduciary services.
My process starts with listening to you to understand your current situation and your past experiences, goals and objectives for the future. I will develop customized strategies and solutions to help you meet your objectives. I will explain my recommendations in plain, simple language with a minimum of technical jargon. I work with you to implement recommendations in an independent, objective, unbiased and cost-effective way.
As we move forward, I will review and evaluate your plan and discuss any needed adjustments with you. Adjustments may be needed as material changes in the markets warrant, regulatory changes, and as changes occur in your life and the lives of your family.
I am a third generation native Nevadan, born and raised in Carson City. I attended the University of Oregon, studying architecture.
I am proud to work for Edward Jones. Edward Jones brings the financial strength and stability of a large financial institution as well as a culture of planning. This includes advice and guidance from a team of professionals, innovation and technology, relationships and teamwork, and community service and support.
This is how I help Build, Manage, Protect and Transition wealth for my clients.
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
Phone NumberJim Foster at (775) 841-6010
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