Investing that makes people florish!
Investing that makes people florish!
Jim wants his clients to live life richly, not to die rich. To do so he uses a unique process called The Guardrails Formula. It is the concept of living between two financial guardrails: One guardrail represents spending too freely or not saving enough before retirement, causing one to run out of money before death. The other guardrail represents a lifestyle that could have been afforded, yet passing away with a lot of unspent money. The solution Jim uses to solve the problem is an advanced software program that enables him to make sure his clients stay between those two guardrails throughout the retirement years.
Jim provides his clients with the option of Values-Based portfolios which are managed by proven money managers. The managers focus on companies that benefit humanity and exclude industries that do harm to humanity.
Is hiring Jim right for you?
“Most of our clients have had previous experience with a financial advisor, but they came to me looking for something more. I can help them reach their financial goals, invest tax-efficiently, and align their investments with what matters most to them.”
While you can manage money on your own, working with a OneAscent Financial Services advisor is worth so much more. You have somebody there to help you see the whole picture and will monitor your progress. It adds value to your financial plan. You don’t need to be an expert in finances, because you have a coach to help you through the process while explaining the ‘what’ and the ‘why’ along the way.
Please contact Jim to make a no-charge discovery appointment. Let’s see if there is a fit between what your needs are and what he does for his clients. Then, you will experience the Stark difference!
Contact Jim for a free consultation at: jim@jbstarkfinancial.com
Do Your Investments align with YOUR values?
James B Stark has over 42 years of experience in the financial services industry. He holds the Chartered Retirement Planning Counselor (CRPC®) designation, and for 22 years has held the Chartered Life Underwriter (CLU®) designation and holds the FINRA Series 6 and Series 66 registrations. Jim is licensed to sell insurance in NJ, NY, PA, MD, NC, SC, and FL.
Jim was a trustee of the Swartswood Lakes and Watershed Association and has served as President and Secretary. He served at the Evangelical Free Church of Blairstown as a Deacon, choir and worship team member, sound technician, Church Chairman, Trustee, Boys Brigade Leader and Sunday school teacher. For 24 years he served as the Chief Fiscal Officer for the Children's Wish Fulfillment Foundation in Dahlonega, GA.
Outside the office, Jim enjoys playing his tuba, various winter sports, wing foiling and kiteboarding. He also enjoys home improvement projects, long distance running, brewing wine, biking and photography. He has been married to his wife, Michelle, for 31 years, and they have one grown son and four grown cats.
Invest in Businesses, Not Markets
Timeless Truths for Investing Video Series
Today, many investors view investing as simply trying to profit off 'The Market.'
Have we lost the perspective that investing connects us directly to businesses?
JB Stark Financial offers investment advisory services through OneAscent Financial Services LLC. OneAscent Financial Services LLC (“OAFS”) is an investment advisor located in Alabama. OAFS and its representatives are in compliance with the current registration requirements of those states in which OAFS maintains clients. OAFS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. OAFS’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the OAFS website on the internet should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of OAFS’s current written disclosure statement discussing OAFS’s business operations, services, and fees is available from OAFS upon request. OAFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to OAFS’s website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by OAFS) or product made reference to directly or indirectly by OAFS in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of OAFS’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, OAFS’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from OAFS, or from any other investment professional. OAFS is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Correspondingly, each client and prospective client agrees, as a condition precedent to his/her/its access to OAFS’s website, to release and hold harmless OAFS, its officers, directors, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from OAFS.https://www.finra.org https://www.sipc.org
Copyright© 2023 JBStark Financial LLC