Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.
James “Jim” Musgrave, founder of Musgrave Financial Solutions, is a Financial Advisor with over 23 years of experience in the ﬁnancial industry. He helps people within eight years of retirement avoid making costly mistakes and maintain their standard of living in retirement. Jim strives to make recommendations that are in his clients' best interest, no matter the situation.
He is passionate about ﬁnancial education and is the Baltimore/Washington corridor chapter president of the Society for Financial Awareness (SOFA), whose mission is to eliminate ﬁnancial illiteracy one community at a time. Over two decades, individuals, families, state and federal employees, and business owners have beneﬁted from his experience and have applied valuable information they learned at his ﬁnancial workshops. His clients come to him when they need help with:
A graduate of the University of Alabama, Jim also earned his Chartered Retirement Planning Counselor ® designation, which denotes expertise in retirement planning, asset management, investment strategies, taxes, estate planning, retirement plan distributions, planning for incapacity, disability and long-term care, employer- sponsored plans, and deferred compensation.
In addition to helping his clients meet their ﬁnancial goals, Jim and his wife Lara enjoy high performance driving with the Porsche Club of America and outdoor activities.