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Retirement Planning

Retirement Planning

We offer a full array of Retirement Income Planning Strategies

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Personal CFO Services

Personal CFO Services

We offer a full comprehensive Wealth Management program for our high net-worth clients

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Insurance Review

Insurance Review

We offer a comprehensive Insurance Review

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Invested in Your Future

Invested in Your Future

At James Van Metter & Associates our small size helps us deliver personalized financial service to our clients. It’s our aim to take the time to understand each client’s unique priorities, then customize a plan to address their goals, ease their concerns and pursue their financial future. Our best investment is always the relationships we create with our clients, friends, and business partners. Contact us today, and let us start investing in you.

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Van Metter Process

Van Metter Process

To better understand what our process is like, watch the video by clicking on the link below.

Wealth Management Process

"We know how hard you have worked and we are here to offer Personal CFO services so you can pursue the life you want.

Jim Van Metter, founder. James Van Metter & Associates

Tell us how we can help you pursue your financial goals.

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