James Benoit Email & Phone Number

Do you know how hard it is to hit a curve ball? Sometimes life throws a curve ball at you, however with proper planning we can anticipate this and position ourselves to overcome them.WHO DO WE WORK WITH:We work with individuals in and around the greater Boston area to manage their financial assets to ensure we can weather all of life's curveballs. We strive to ensure that individuals can focus on the areas of life that matters most to them without the concern of managing financial assets. We strive to position individuals, families, and businesses to enjoy the things in life they have worked so hard for.WHAT DO WE PROVIDE:1. investment management2. Investment coaching3. Connections with other resources in order to create a "curveball proof" planEJ PHILOSOPHY:We believe that investments should be tailored to the individual in order to reach their personal goals. We utilize a established process to partner with you by understanding what is most important to you, and building a portfolio around your needs, wants and wishes. Every single person has different life goals, and my job is to understand them and partner with you to ensure we stay on track. WHY PARTNER WITH ME?I have spent most of my adult life working for Portsmouth Naval Shipyard overhauling and modernizing nuclear powered submarines on time to return them to the fleet. During my time at PNSY I was overcome with joy and sense of duty when we would beat our milestone and return a Sub back to the fleet early so that she could protect our country. I realized during my time that the joy I was feeling was directly related to the idea that I was making a difference in peoples lives. After careful thought I left to pursue an opportunity to directly impact peoples lives for the better. The best part of my day is when I can sit with someone and let them know they are going to be able to weather the financial storm, and remind them that "We planned for this". The direct impact on peoples lives for the better is why I do what I do. I am here to change peoples lives for the better.I strive to help my clients make sense of investing, make educated life decisions, and live the life they have always dreamed of. You only get one life, and I'm here to help you make the best of it!/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.