Investing that makes people rejoice!
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 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: firstname.lastname@example.org
Do Your Investments align with YOUR values?
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.
James B Stark, CLU
6 East Side Drive Newton, NJ 07860 US
All advisory services are provided through OneAscent Financial Services LLC, of which JB Stark Financial is a d/b/a of. 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
Copyright © 2020 JB Stark Financial LLC