For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
- Wealth Management
- 401k Rollovers
- Alternative Investments
- Asset Management
- Business Planning
- Cash Management
- Education Planning
- Estate Planning
- Exchange Traded Funds
- Executive Financial Services
- Insurance Services
- Investment Policy Statements
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Precious Metals
- Private Banking
- Professional Portfolio Management
- Qualified Plans
- Retirement Planning
- Trust Services and Accounting
- Certified Financial Planner - CFP
- Chartered Retirement Planning Counselor - CRPC
- Series 7 - General Securities Representative
- Series 66 - Uniform Combined State Law
- Insurance Licensed
- Villanova University School of Business - Master of Business Administration
- Villanova University School of Business - Bachelor of Science in Business Administration
You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.
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James A. Gillin is licensed in the following state(s):
NJ, NY, PA, SC
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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