James Fox is an independent financial advisor with Finity Group, an independently owned financial services firm. James has developed a national practice specializing in helping medical professionals, engineers and other select groups with their unique financial needs by partnering with two of Finity Group’s leading senior advisors, Michael Merrill, ChFC, CLU, and Anders Ramstad, ChFC, CLU. James strives to create value for his clients by taking them through an exploration and education process that has the primary goal of developing a roadmap to meet any financial goal. His objective for his clients from day one is focusing on short and long-term strategies, while providing a holistic view of their specific financial situation. James is able to provide unbiased access to a wide range of financial products and services. His areas of specialty include but are not limited to: Retirement Planning & Projections, Debt Management Strategies, Insurance Strategies, Investment Planning, and Estate Planning.Specialties: Retirement Planning & Projections, Debt Management Strategies, Insurance Strategies, Investment Planning, and Estate Planning.