I take advantage of the expertise of Merrill and the capabilities of Bank of America to help business owners simplify and create synergy between their personal and professional financial lives. I take the time to get to know each individual- their goals, worries, families, aspirations. We talk about why you started this business in the first place, and why you continue to get up each morning and work to create something that is unique to you. We talk about exit strategies, succession planning, employee benefit plans, and any other concerns you may have. Then, my team and I create a plan that is as unique to you as your business.I also work with service members past, present, and transitioning. Having been through many similar experiences as you, I understand the specific financial restraints and opportunities afforded to you throughout your service and after. Whether you have questions about your TSP, life insurance, mortgages, or how to create your own structure and purpose after leaving the military, connect and reach out to me.*Banking products and services provided by Bank of America, N.A.*James Horn NMLS ID 1983619