Eddie James, Cka® Fiduciary Advisor For Christian Professionals Email and Phone Number
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Retirement planning is crucial today because a penny saved today is a penny earned in the future. Over the past few decades, there has been a significant shift in how people see retirement. Compared to previous generations, we all have higher aspirations for life after work. You've worked hard to accumulate your nest egg and you deserve a stress-free retirement. A retirement that brings you peace of mind amid the rising cost of living and the global economic unrest.Imagine, what happens after you cash your "last" paycheck.Life is ever-changing. Reflect on that for a minute!For the last 10, 20, and even 30 years during your working career, you knew where you were going to get your morning coffee, what desk you would sit at, whom you worked with, and what you would eat for lunch. And you especially knew where you were getting money from each payday. It became a comfortable routine, but that routine is about to get disrupted the moment you exit your career. And now you're wondering: "Who is going to pay me every month?"Well, all you need to do is look in the mirror. That’s the person that will be paying you. You must wonder, does this person have enough to support your retirement lifestyle for the next 20 or 30 years or longer?Today, allow me to demonstrate how we can jointly develop a strategy that has helped many professionals have an abundant cash flow in retirement. It starts with designing your Designer 401k+™ Retirement Framework. Taxes may be your biggest expense in retirement. Our goal is to help you keep more of your money and send less to the IRS. Without effective tax planning, the IRS is a silent partner in your pretax retirement accounts – and they choose how much they take and when they get it. Utilizing our Designer 401k+™ Retirement Framework helps our clients put those assets to work for themselves rather than subject to the whims of the IRS.Do you intend to confidently cash your "last paycheck," knowing that another one is on the way? Then send me a message so that we can connect. Specialties include Retirement Planning / Investment Portfolios / Wealth Accumulation / Asset Protection / Income Planning / Social Security Planning / IRA & 401k Rollovers / Tax Planning / Long Term Care / Life Insurance / Estate Planning / IRA Legacy Planning / Charitable Giving.Contact me at 623-512-4909 or by email at Eddie@HarvestWealthPlan.com for more information.
Harvest Wealth
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Professional FiduciaryHarvest Wealth Jun 2020 - PresentHarvest Wealth Management is a comprehensive financial services firm dedicated to helping you achieve every one of your lifetime financial goals. We utilize our proprietary process,, that successfully eliminates fear, anxiety, and hassle pertaining to your financial affairs. We offer a one-source solution for the management, growth, and preservation of your wealth. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service. As independent financial advisors, there are no "standard" products that we promote. Rather, our solutions reflect a thoughtful response to key issues affecting the management of your financial affairs. Areas of practice include retirement planning, education planning, full service brokerage services, customized portfolio management, and all insurance-related planning issues.As a Certified Kingdom Advisor® or CKA®, I will:✔ Educate you and your family for greater financial literacy and responsibility.✔ Help manage your cash reserves and investments - including everything from asset allocation and due diligence to performance reporting.✔ Offer customized planning and consulting based on your unique needs and aspirations.Get in touch with me on LinkedIn or send me an email at: eddie@harvestwealthplan.com.CERTIFIED KINGDOM ADVISORS® and CKA® are trademarks or registered service marks of Kingdom Advisors in the United States and/or other countries.ACCREDITED ASSET MANAGEMENT SPECIALIST® and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harvest Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
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Advisory Board TreasurerAz Community Impact May 2020 - PresentCommunity Impact builds relationships with neighbors, schools, businesses, and local government to create a more vibrant community.We are committed to discovering the assets, talents, gifts, and passions in our community—so that together we can aspire for transformation and hope.
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Financial Educator/SpeakerThe Society For Financial Awareness May 2019 - PresentSan Diego, Ca, UsThe Society for Financial Awareness’s (SOFA) mission is to provide financial education across America, one community at a time. We are comprised of professionals throughout the nation who provide valuable service to their communities. One of the ways we do that is through informational workshops that are presented to individuals, companies, and organizations. These events are designed to educate and help attendees understand and address a variety of financial topics and concerns.All seminars are free of charge. There’s never any cost to the employer or the employee. Education is provided pro-bono to increase financial awareness.For more information about the free financial education workshops, we can offer your employees, visit www.sofausa.org or email me at: eddie@harvestwealthplan.org -
Financial PlannerRaymond James Jul 2018 - Jul 2020St. Petersburg, Florida, UsFocused on wealth and financial management for families and individuals. Strived to deliver sound financial solutions by offering proven and emerging cash flow-oriented financial options, fiduciary responsibilities, and specialized guidance.Specialties include Insurance Planning and Risk Management, Employee Benefits Planning, Investment Planning, Income Tax Mitigation Planning, Education Planning and Student Loan Management, Retirement Planning, Estate Planning, and Wealth Transfer.ACCREDITED ASSET MANAGEMENT SPECIALISTS® and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC -
Independent Financial AdvisorCollegacy Jan 2008 - Jun 2018Responsible for designing and executing risk management and lifetime income strategies for our clients.As a producer I am a life insurance and annuities professional who advises prospects and clients on what is the best coverage specific for their needs and industries.https://www.collegacy.com
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Sr. Account ExecutiveEquifirst Lending 2004 - 2008Land O' Lakes, Florida, UsImplemented and achieved financial project deliverables resulting in a 25% reduction in labor costs and a 40% increase in business. Steered and managed stage–gate projects resulting in process improvement of 23 retail branch financial operations in 35 states to 1 centralized operations center. Trained and supervised Arizona's inside sales force, achieving a significant increase in new business. Consistently in the Top 10% of production for the entire company, 2005-2008. -
Asst Branch ManagerOnemain Financial Sep 2001 - Sep 2004Baltimore , Md, UsAs a Financial Project Manager, I helped increase the branch's financial sales force by 40%.Led and directed the data center's financial management and billing system implementation. Facilitated the implementation and improvement of the mortgage workflow process across the organization.
Eddie James, Cka® Fiduciary Advisor For Christian Professionals Skills
Eddie James, Cka® Fiduciary Advisor For Christian Professionals Education Details
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University Of ArizonaHuman Sciences Communication -
Griffith UniversityPsychology
Frequently Asked Questions about Eddie James, Cka® Fiduciary Advisor For Christian Professionals
What company does Eddie James, Cka® Fiduciary Advisor For Christian Professionals work for?
Eddie James, Cka® Fiduciary Advisor For Christian Professionals works for Harvest Wealth
What is Eddie James, Cka® Fiduciary Advisor For Christian Professionals's role at the current company?
Eddie James, Cka® Fiduciary Advisor For Christian Professionals's current role is Fiduciary Pastor | Advisory Board Treasurer | Partnering with Highly Compensated Professionals to Build Abundant Retirement Cash Flow Using The Designer 401k+™ Retirement Framework.
What is Eddie James, Cka® Fiduciary Advisor For Christian Professionals's email address?
Eddie James, Cka® Fiduciary Advisor For Christian Professionals's email address is ce****@****usa.org
What is Eddie James, Cka® Fiduciary Advisor For Christian Professionals's direct phone number?
Eddie James, Cka® Fiduciary Advisor For Christian Professionals's direct phone number is +162353*****
What schools did Eddie James, Cka® Fiduciary Advisor For Christian Professionals attend?
Eddie James, Cka® Fiduciary Advisor For Christian Professionals attended University Of Arizona, Griffith University.
What are some of Eddie James, Cka® Fiduciary Advisor For Christian Professionals's interests?
Eddie James, Cka® Fiduciary Advisor For Christian Professionals has interest in Social Services, Children, Education, Economic Empowerment.
What skills is Eddie James, Cka® Fiduciary Advisor For Christian Professionals known for?
Eddie James, Cka® Fiduciary Advisor For Christian Professionals has skills like Finance, Investments, Retirement Planning, Financial Advisory, Risk Management, Working With Investors, College Funding Strategies, Insurance, Small Business, Investors, Funding, Conflict Resolution.
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