Our Services

Comprehensive Financial Services

"The New Standard in Wealth Management" 

At Jim Christian Inc. Clients Come First!

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning.

We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our superior client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates. As we said earlier, at Jim Christian Inc. clients come first!

Some of the ways we differ from other firms include:

  • Our strong menu of services include a comprehensive review of your protection plans, estate plans, retirement plans, tax reduction strategies, and investment plans.
  • Our scheduled semi annual or annual meetings with clients to update your specific plans and discuss your personal situations.
  • Our high quality newsletters, tax reports, market reports and articles.
  • Client educational workshops and appreciation events.
  • Tailored communication and client services that feature our best and most current ideas, suggestions and solutions.
  • Full disclosure of all client fees, how they are paid, and how they are earned.