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 Wealth 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. Many experts agree that working with an advisor adds roughly 3% to your annual net return (https://smartasset.com/data-studies/benefits-of-working-with-a-financial-advisor-2021). 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: email@example.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, CA, and FL.
Jim is currently a trustee of the Swartswood Lakes and Watershed Association and in past 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 projects, long distance running, brewing hard cider, biking, nature photography, various snow sports and kite boarding. He has been married to his wife, Michelle, for 30 years, and they have one grown son and four 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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