CLU, ChFC Managing Partner 805 S McHenry Ave, Suite I Crystal Lake, IL 60014 312-399-9921 Cell 312-628-7633 Fax
As a founding managing partner with FSG, with over thirty nine years of experience, James has assisted numerous high-net worth clients in planning their estates and paying minimal or zero estate tax. Prior to FSG, James was a First Vice President with Wachovia Securities and Prudential Securities where he helped lay the groundwork for the development of a nationwide Business and Estate Planning program. Currently, James is the Estate Planning instructor at the Exit Planning Institute. From 1979 to 1996, James was with Prudential where he held numerous management positions.
James is a member of the elite Forum 400 organization, comprised of leaders in production and innovation in financial services. He has won multiple President citations, was the president of the Association of Life Underwriters in Chicago and was a Vice President on the Charter Life Underwriter (CLU) Board. Additionally, he has been published in the CLU Journal. James is a Certified Life Underwriter (CLU), a Chartered Financial Consultant (ChFC) and holds life, accident and health licenses, as well as Series 7 and 63 registrations.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org http://www.sipc.org
Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action. Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org/ http://www.sipc.org/ BrokerCheck https://brokercheck.finra.org/