Jim Whitehead, CFP®, CEPA

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.}