Jim Whitehead

Jim Whitehead CFP®, CEPA

Financial Advisor
901-757-5757
800-757-1059

Email Jim

Mission

We empower clients in developing their wealth while protecting their legacy

Professional Services

  • Risk Management
  • Retirement and Estate
  • Financial Strategies for Businesses
  • Investments
  • Family Wealth Counseling
  • Group Benefits
  • Fee-Based Financial Planning
  • Financial strategies for Divorce

Education

  • University of Memphis BBA, 1991
  • Kaplan College, Certificate of Financial planning,2002
  • Corporation of long Term care, CLTC, 2006
  • Institute of Divorce Financial Analysts, CDFA, 2007
  • Institute of Business and Finance, CFS, 2008
  • Center for Fiduciary Studies AIF, 2008
  • Series 6,7 and 66 Securities Registrations
  • Life /Health / Property & Casualty License
  • Registered Representative and Investment Advisor Representative for Securian Financial Services, Inc.

Experience

  • Extensive Consulting work assisting clients with Cash Flow, Financial Position, Investment
  • Strategies, Income Strategies, Protection Strategies, Retirement Preparation, Estate Planning,
  • Wealth Management, Business Succession Strategies.
  • Other areas of expertise: Estate Planning, Executive Benefits Strategies, Fee-Based Plan
  • Design, Tax Favored Corporate Compensations, Business Continuation, Selective Employee
  • Benefit Plans, 401K Services, Design Group Life, Health and Disability, Life Insurance,
  • Disability Insurance and Long Term Care Insurance, Investment and Retirement Preparation.
  • Guest Speaker and lecturer at numerous local and national conferences. 

Family

  • Kamala
  • Cim, Aubrey, Corbin, Hayden, Cole and Elijah

Don't keep me a secret. Let me be a resource for those you care about

To schedule a call with me, click here.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.