About Us
I am a Financial Planner (Former Estate Planning Attorney) I have been in the Financial Service for over 20 years. I assist clients in taking control of their Future and the Future of their Loved Ones. You have 4 Risk 1. Money 2. Taxes 3. Health 4. Longevity. I will assist you in taking control of all of them.
How We Got Started
I was practicing law in Maryland primarily "Estate Planning" and got an Estate Planning Service to all my clients. I have retired from the Practice of Law, but continue the Financial Planning & Service
Products & Services
Business Planning, Estate PLanning and Financial Planning, Insurance and Annuities.
I have some 20 different Insurance Companies to cover all the different need that one might have
Recommendations Given (35)
"If you have goods that you are not using, leave it here. Be sure to go through the store and see..."
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"If you have goods that you are not using, leave it here. Be sure to go through the store and see if there is anything you just can't do without. "
"When you need assistance with your bookkeeping this is the place to call"
Recent Activity
I am attempting to get parents to start the process early to avoid your situation. I work with GP so they can give their GC a Legacy that will last a life time instead of an inheritance that will be gone in a month or two
You can contact me at Respessjames@gmail.com
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I am attempting to get parents to start the process early to avoid your situation. I work with GP so they can give their GC a Legacy that will last a life time instead of an inheritance that will be gone in a month or two
You can contact me at Respessjames@gmail.com
How I can assist clients and their family by asking for their primary concerns before making recomendations
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How I can assist clients and their family by asking for their primary concerns before making recomendations
I would ask; what is the primary or most important concern your members have. Then I would prepare to address their concerns.
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I would ask; what is the primary or most important concern your members have. Then I would prepare to address their concerns.
1 Reply
Ask; has my service been beneficial to you and your business? If the answer is yes then ask, would some of your friends benefit from my service? If so please refer me to them.
(more)
Ask; has my service been beneficial to you and your business? If the answer is yes then ask, would some of your friends benefit from my service? If so please refer me to them.
Bad news is no time for jokes; I would begin by saying that I hate to be a bearer of bad news, but this is something you need to know. If I can assist you just ask. I wish you the best.
(more)
Bad news is no time for jokes; I would begin by saying that I hate to be a bearer of bad news, but this is something you need to know. If I can assist you just ask. I wish you the best.
I have been on several Net Working teams; some work, when each member is interested in expanding their business and are interested in assisting each other. However some are only interested in visiting with their friends.
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I have been on several Net Working teams; some work, when each member is interested in expanding their business and are interested in assisting each other. However some are only interested in visiting with their friends.
In that case you are not on a team, you are just one of many.
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In that case you are not on a team, you are just one of many.
1 Reply
Do you know what you are looking for; maybe I can assist you,
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Do you know what you are looking for; maybe I can assist you,
What is Financial Planning?
Not Everyone Needs a Financial Planner… But Everyone Needs a Financial Plan
Financial Planning is about more than investing; It is about managing your life.
Financial Planning is about life. It is about determining your goals and figuring out how to use the...
(more)
What is Financial Planning?
Not Everyone Needs a Financial Planner… But Everyone Needs a Financial Plan
Financial Planning is about more than investing; It is about managing your life.
Financial Planning is about life. It is about determining your goals and figuring out how to use the financial resources you have in order to reach your goals. It is about accomplishing your task.
Financial Planning is about managing your life!
Controlling Spending Retiring Comfortable Protecting Family &
Reducing Taxes Managing Credit Assets with Insurance
Increasing Savings Buying a House
Paying for College Estate Planning
Planning is Setting your Goal; Assessing your Situation; Creating an Action Plan and Executing the Plan. Then Monitoring the Plan, it is not an Event it is a Process.
For Assistance, contact James W. Respess, Respessjames@gmail.com
540-388-1978; 410-920-0206