Jim Ritchie Email & Phone Number

My goal is to fully understand my client’s goals and needs, assess where they are today, and then provide tailored strategies that can help them achieve their goals. Monitoring the strategy is then critical as the investment environment and tax laws change and/or as my client’s goals, needs and priorities change. My focus is on building long-term relationships with my clients and to be their trusted advisor.Specialties: Retirement planning, estate planning, investment strategies, life, disability and long-term care insurance planning, business owner buy/sell funding strategies, key person protection,401(k) management and employee education programsLicensed to sell insurance and securities in Virginia, Georgia and FloridaSecurities and investment advisory services offered through Osaic Wealth, Inc, Inc., member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Listed skills include Advisory Services, Advisory, Solutions, Services, and 2 others.