Comprehensive Financial Plan with James Ross, Wealth Planner & Portfolio Consultant at Imperia Wealth Management. The process includes establishing your objectives and goals, reviewing your current financial condition, then providing analysis and recommendations to work toward those goals over time.

Based on your needs, the assessment will consider your net worth, cashflow, retirement needs, asset allocation and accumulation, potential life and disability insurance needs, education and basic tax planning. Depending on complexity, you will be able to meet with James two to four times, either in person or via video conference. Reports and analysis will be offered in writing.

About James Ross, your Wealth Planner:
Jamie has a comprehensive background in financial services and business management, including extensive time as a professional banker, successful entrepreneur, and a leader with over 30 years of business experience in both the for-profit and non-profit sectors. During his tenure as a banker, he spent a considerable time in both retail and commercial banking, including business lending. Jamie also has been a co-founder and CEO of a successful healthcare company, led a successful financial turnaround of a large non-profit organization, and spent some years consulting to small business owners. During the past 12 years, Jamie has been a Financial Advisor utilizing his business and family experience to assist his clients in planning and working toward their financial goals. Jamie holds the FINRA series 7, 6, 65 and 63 securities registrations with LPL Financial.