James Bolton Email & Phone Number

Offices located in Eagle, Colorado and Boston, Massachusetts. Our practice's primary focus is working with families and business owners. We collaborate with our clients in order to help create, accumulate and preserve wealth and of equal importance, peace of mind. Utilizing a unique planning process, our role is to provide coordination and integration of our client’s personal financial planning, business planning as well as their estate and tax planning needs. Because these areas are inextricably related it is crucial to implement a cohesive plan of action that integrates and addresses each area independently and collectively. Areas of expertise-Financial & Estate Planning CoordinationWealth Management- Retirement/Education PlanningBusiness Continuation PlanningBuy/Sell Planning-Key Person PlanningQualified Retirement Plans-NQ Deferred CompensationLife Insurance-Disability Insurance-Long Term Care Insurance-Annuities-Estate Preservation-Wealth Preservation-Corporate Registered Investment AdvisorFINRA Series 7 and Series 66 securities licensedCLTC Certified, Life, Annuity, Disability and Long Term Care Insurance licensed Specialties: I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC www.SIPC.com Supervisory address 101 Federal St. Suite 800, Boston, MA 02110 617.439.4389I am licensed to sell securities in AZ, CA, CO, FL, MA, ME, NC, NH, NJ, RI, VA and insurance products in AZ, CO, MA and RI

Listed skills include Strategic Financial Planning, Retirement, Securities, Investment Advisory, and 34 others.