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:
- Retirement planning
- Withdrawal strategies in retirement
- Professional money management
- Risk management & insurance
- Optimizing social security benefits
- IRA rollovers
- Tax reduction strategies
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.
- Chartered Retirement Planning Counselor®
- Securities, Life and Health Licensed in MD, DC, VA, PA, AL, FL, NC, NV & WA
- Speaker on Social Security, Investment and Retirement Topics
- B.A., University of Alabama