Jim Musgrave, CRPC
A Wealth Advisor You Can Rely On
My focus is on your life and priorities. Not just your portfolio. That’s why I start by listening and learning about you.
I use a smarter approach to planning your future, reaching your goals and protecting your most valuable resources
The heart of what I do lies in helping our clients achieve their goals and obtain the peace of mind that a successful financial plan provides.
Jim Musgrave is a Wealth Advisor with over 20 years’ experience in the financial industry
What we Do
We cover an array of retirement planning, money management, 401K plans and financial planning for individuals, federal employees and business owners
We help you determine how much income you will need in retirement, maximize the sources of retirement income, and we recommend how best to distribute your assets in a tax-efficient manner.
We help you take control of spending, establish a cash cushion, systematically maintain a cash surplus for investments, and construct a net worth statement.
Individual & Business Investments
We help you decide on the most appropriate investment strategy to help you to reach your financial goals. .
Don’t Let the Complexities of Your Financials Burden You Any Longer
Jim’s philosophy is simple: Empower people with the knowledge and financial tools necessary to take control of their finances. This process is accomplished through explaining financial concepts, understanding the client’s goals and values, analyzing the client’s current finances, creating a financial roadmap, implementing recommendations, and on-going monitoring of the client’s financial situation.
No Client is Too Big or Small
Your goals and values are the foundation and starting point of your financial roadmap. Our financial planning process empowers you with the knowledge, resources, and financial tools necessary to build wealth in a manner that is time efficient and easy to understand.
We analyze your current life, health, and disability and long-term care policies in order to help you to determine if you are properly insured and receiving the most benefit for your premium dollars. If you would like to look into additional insurance, we have access to a wide variety of products, allowing you to select the best solution for your circumstances.
Retirement Plan Money Management
If you feel that you are not receiving adequate investment advice from your employer’s retirement plan provider, we can manage your 401(k), TSA, TSP, Simple plan or pension plan. If your portfolio lost more than 10% in the last recession, you need to take another look at how you are managing risk.
We help you identify current and future costs of education for you and your family members and how best to pay for it.
Our Clients Are Like Family
Every journey begins with a well-designed road map to ensure your success. Stepping into your financial shoes we begin understanding your thought processes. Your financial plan is then designed exclusively for you and your family because your goals are too important for a “one-size fits all” plan.
Everything we do starts with learning what is important to you. Understanding your unique story is vital in the development of a plan with your best interests in mind.
Connect with us to learn more