James Mackie

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.

Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.

Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.

Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.

Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.

An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.

Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.