Investing that makes people rejoice!
Who I am
I have a unique process called The Guardrail Formula. It's the concept is of living life between two guardrails. On one side, you need to live free of the fear of running out of money. However, the other guardrail is living so far beneath your means that you die with a mattress full of money.
I 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. 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.