Jim MBA,CFP®’s Email & Phone

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Jim MBA,CFP®

Fee-Only Financial Planner @ Forerunner Financial Planning an Office of Garrett Investment Advisors, LLC

Jim MBA,CFP® Contact Details

Location:
Toledo, Ohio Area
Work:
Fee-Only Financial Planner @ Forerunner Financial Planning an Office of Garrett Investment Advisors, LLC
Financial Planner @ Self Employed
Financial Advisor @ RVR Wealth Advisors, LLC
Education:
MBA, Finance @ Fairleigh Dickinson University-Florham Campus
About:

I help people to be good stewards of their blessings. Specialties: -Budgeting & Saving -Risk Management & Insurance Analysis -First Steps for New Investors -Assisting DIY investors -Retirement Planning -College Planning -2nd Opinions -Support for Quicken Users -Charitable Giving NO ENDORSEMENTS OR RECOMMENDATIONS PLEASE: State and SEC regulations prohibit IAR's from advertising anything that may be considered 

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