As a former or current P&G employee, have you ever felt that the financial adviser community doesn’t understand your unique compensation and retirement plans P&G provides its employees?Now imagine that you found that person who did understand? Now how would you feel about your long-term financial future? I can help you navigate the waters of your P&G retirement plan so you have this feeling of financial security.In 2015, I joined HCM to take a new direction with my career - to help people understand the importance of financial and retirement planning and saving for their kids' college. With my vast knowledge of P&G’s retirement plan, keen analytical skills, and love for investing, I can help you build a financial and retirement plan to help you accumulate, protect and transfer your wealth.With 15 years’ experience at P&G working primarily in corporate finance and accounting, I enjoy working with P&G alumni, retirees and employees. My roles at P&G have given me first-hand knowledge of the unique compensation and retirement plans that P&G provides its employees. I spent years as the lead accountant on stock-based compensation and the annual proxy statement, and have direct knowledge about the financial aspects of the compensation, bonus, and retirement plans that are distinctive to P&G. In other words, I speak your language.I work closely with three groups of P&G professionals:1. Existing P&G employees looking for a trusted wealth advisor to help them manage their wealth accumulation planning.2. P&G employees who have, or are considering, taking a voluntary separation package. As someone who has taken a package himself, Jim has detailed knowledge of the process, offer and long-term financial impact of voluntarily separating.3. P&G Retirees and Alumni who have moved on from P&G and would appreciate help in managing one or more aspects of their wealth plan.
Listed skills include P&G Retirement Planning, Financial Statements, Accounting, Consumer Products, and 9 others.