Investing that makes people rejoice!
Jim uses a unique process called The Guardrails Formula. It is the concept of living between two financial guardrails: One guardrail represents spending too freely and/or not saving enough before retirement, hence running out of money before death. The other guardrail represents forfeiting a lifestyle that could have been afforded, yet dying with a lot of unspent money.
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.
For clients who are close to retirement, Jim offers investments that do not have any stock market risk. These offer a pension-like income that they cannot outlive.
Please contact me to make a no-charge discovery appointment. Let’s see if there is a fit between what your needs are and what I do for my clients. I hope you will experience the Stark difference!
Contact Jim for a free consultation at: email@example.com
Do Your Investments align with YOUR values?
James B Stark has over 40 years of experience in the financial services industry. He holds the Chartered Retirement Planning Counselor (CRPC®) designation, and for 20 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, CA, and FL.
Jim is currently a trustee of the Swartswood Lakes and Watershed Association and in past years 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 home improvement and maintenance projects, long distance running, brewing hard cider, road and trail biking, nature photography, various snow sports, kite boarding and other water sports. He has been married to his wife, Michelle, for 30 years, and they have one grown son and five cats.
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James B Stark, CLU, CRPC
6 East Side Drive Newton, NJ 07860 US
All advisory services are provided through OneAscent Financial Services LLC, of which JB Stark Financial LLC is a d/b/a. OneAscent Financial Services LLC is a SEC registered investment advisory firm that maintains a principal place of business in the state of Alabama. Not FDIC Insured. Not Bank Guaranteed. May Lose Value, Including Loss of Principal. Not Insured By Any State or Federal Agency. Securities Also offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street Albany, NY 12207. Purshe Kaplan Sterling Investments and OneAscent Financial Services, LLC dba JB Stark Financial, LLC are not affiliated companies.
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