Jim Casey, CFP^®

We dislike ads. You came to this site to look for advice or a capable financial planning firm. We're given 500 or so words to 'advertise our service'. We believe starting a conversation, not using an ad, is a good way to begin. A conversation with you on your level. It's not about us, it's about you. My name is Jim Casey. I am a Certified Financial Planner Practitioner. I absolutely love what I do and work with an excellent team that also love what they do. We are a full-service financial planning firm. We do the same thing other firms on this site do. They are all very capable. What we believe we do differently is listen. We meet with you the first time and don't charge. We want to get to know you and allow you to know us. Let's talk about your needs and take it from there. Sure, we can handle your investments, formulate a plan, and provide recommendations. We do that extremely well. Before this, the most important part is getting to know you and your situation. Let's get to know each other and let us see if we can help.