Jim is passionate about helping people protect their quality of life and creating peace of mind. He began his career in Long Term Care in 2002. Additionally, his experience includes Retirement and Social Security planning as well as Medicare benefits.
Jim is an Investment Advisor Representative holding a FINRA Series 65 Securities registration. He is Long Term Care certified, holding his Life and Health Insurance license.
Jim resides in Cottonwood Heights Utah. He enjoys backcountry skiing, biking, and racquet sports. He still plays Lacrosse competitively.
Jim has a Masters in International Development from American University, Washington, D.C.
Increased returns. Less risk. Lower taxes.
Advisory Services offered through ARS Investment Advisors INC., an SEC Registered Investment Advisor. 563 West 500 South Suite 420 Bountiful, Utah 84010.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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When it comes to taxes, no one likes to pay more than they must. However, most Americans go through the same process every year… and end up missing out.
Broken. Outdated. Inefficient.
Most Americans focus simply on paying their taxes; In other words, collect their tax forms, file with their CPA or enter the data into a tax filing software, and wait to find out what they will owe that year. This is a REACTIVE approach to tax planning and could be causing you to pay more than you should.
Strategic. Effective. Logical.
As proactive tax planners, this reactive tax planning process is antiquated and inefficient. At Advanced Retirement Strategies, our team works with all our clients to ensure we are taking the necessary steps to either reduce future tax liabilities or maximize tax brackets BEFORE they file their taxes.
This foresight and preemptive planning allows for exponentially more tax savings than would any amount of scrambling with different forms come tax time.
Request a free forensic portfolio analysis to find areas to increase returns and decrease your risk.