Parking and Directions: Complimentary parking spaces for Innovative Financial Group are located on Level 2 of the Park View Towers Garage (entrance to garage located at the back of the building across
View Personal Bio
After more than a decade of experience working with his clients, Jim knows that for him advising clients is more than a career; it’s a calling. By matching a client’s needs with our innovative solutions, Jim has earned the trust, respect and friendship necessary to help make a difference in his client’s financial lives. He strives to help people achieve financial independence through a lifelong process. This process begins with asking the important questions, and establishing the foundation of a solid financial strategy, while maintaining the flexibility that today’s evolving financial world demands. Jim’s talent and dedication to the industry has extended beyond serving clients to his role as a leader and mentor in the firm. His focus is in dealing with Small Business owners, Individuals, Pre-Retirees and Retirees, in areas such as retirement planning, business succession, insurance strategies and wealth accumulation and preservation.