Investing that makes people rejoice!
Who I am
I'm a financial advisor primarily for business owners and professionals, who among other things, aspire to a work-optional lifestyle in retirement.
I have a unique process that puts all the pieces of that puzzle together; it's called the One Best Financial Life process. I work with my clients to first identify their goals and risk comfort level. I then provide my clients with the option of values-based portfolios managed by proven money managers. The managers I use focus on companies that benefit humanity. Then I give clients the option to investment in carefully selected portfolios that exclude industries that are doing harm to humanity.
For clients who are close to retirement, I include investments that do not have any stock market risk and offer a pension like income that they cannot outlive.
Contact me
Contact me to make a no-charge discovery appointment. We will have an honest conversation about your values and goals. I hope you too can experience the Stark difference!
Contact Jim for a free consultation at: jim@jbstarkfinancial.com
Do Your Investments align with YOUR values?
My experience
Jim Stark has over 40 years of experience in the financial services industry, including 20 years as a Chartered Life Underwriter (CLU®). He holds the FINRA Series 6 and Series 66 registrations.