James C Haskins, cpa/pfs - Retirement & Financial Specialist
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James C Haskins cpa/pfs

James C Haskins, cpa/pfs

Specializing in helping seniors with their financial goals and retirement needs.

We also can help you in the following areas:

  • Life Insurance
  • Safe Money Alternatives
  • Personal Financial Planning
  • Corporate Financial Planning
  • Key Person Insurance
  • Life Insurance - Guaranteed Income for Life
  • Benefits of Annuities
  • Annuities - Guaranteed Income for Life
  • Educating 401k Plan Participants
  • Educating 403b Plan Participants
  • Rolling Over 401k or 403b Plan
  • Individual IRAs-Traditional and Roth
  • Retirement Planning & Income
  • Wealth Transfer to Your Beneficiaries
  • Financial Help
  • Tax Help
  • Estate Planning
  • Accounting
  • Income tax & Asset Planning
  • Tax Advantage Investments
  • Estate Planning with tax advantaged resources

Come to our "Help Centers" for additional information!

 Jim Haskins is an experienced financial executive providing a diverse array of financial services, information, and technological resources to address the individual needs of each client.

Jim's Mission: To educate, inform and empower clients by providing thoughtful, experienced guidance. To build a relationship that will help our clients address their financial goals and enjoy their future.
Securities offered through HD Vest Investment Services SM, Member: SIPC, Advisory Services offered through HD Vest Advisory Services SM.
Check the background of this investment professional. Broker Check: www.finra.org/brokercheck