James R. Wigen, CAM, ChFM, CPM, CWM Sr. Portfolio Manager / Sr. Wealth Manager
James Can Help You Achieve Your Financial Goals & Now Offers FREE 30 Minute TelaMeeting Consultations & Monthly Financial TelaMeeting Workshops via Zoom!
James has helped his clients get Into & Through retirement by providing essential Investment & Planning services since 1996, including:
- Offering FREE Financial & Retirement Plans – analyzing Annual Contribution amounts, Annual Investment Returns, Social Security, Medicare, Estate Planning, Tax Efficiencies, Insurance Needs and more,
- Custom Portfolio Management – once James establishes what annual investment return you need to meet your investment objectives, he will proactively customize a portfolio for you,
- 401K Investment Guidance – James can help by analyzing your investment options and determining which funds are the best option based on your investment risk profile, Monthly, Quarterly, Semi-Annually or Annually,
- Life Insurance & Long-Term Care Insurance Needs Analysis – James will show you how much insurance you need to help reduce chances your Financial Plan results become unrealistic, due to a medical or health related issue,
- Business Retirement Plans – if you operate a small business of any size, James can help set up a retirement plan through your business, allowing you to set aside pre-tax contributions and reduce your taxable income,
- NOT Selling Commission Based Investment Products – James does not offer commission based stock trades or sell A, B or C share mutual funds, which force you to pay upfront or back-ended commissions, annual trailer fees & internal expense fees,
- Fiduciary Responsibilities – by always putting his clients’ interests first, offering a transparent annual fee to manage his clients’ investment accounts, allowing James to do better when his client’s do better.
James offers Custodial Investment Services through Charles Schwab & Fidelity Investments for client assets.
Callan.com
Market Performance During Fed Funds Rate Increases & Decreases Since 1989
This is for educational purposes only and is Not Research or a Recommendation regarding any security or investment strategy. These Graphs & Charts Should Not Be Used Alone When Deciding What Stocks, Bonds, ETFs or Mutual Funds to Buy. Past Performance is NO Guarantee of Future Results.
Please Consult Your Financial Advisor Before Buying or Selling Any Investment Products.
James CAM, ChFM, CPM, CWM designations were issued by Global Academy of Finance and Management or GAFM®.
Investing involves serious risks and past performance is no guarantee of future performance or success. This is not an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation regarding any investment or investment strategy.
Before making any decision to invest, first read the relevant disclosures and important information provided to you.
Please take the proper risk for your current situation and get the advice from a financial professional who clearly understands your current & future goals and objectives.
Investments NOT FDIC INSURED * MAY LOSE VALUE * NO BANK GUARANTEE
All opinions expressed by James R. Wigen on this website are solely his opinions, and do not reflect the opinions of any business partners James is currently working with.
