Services

James Van Metter & Associates offers holistic planning that encompasses more than just investments. A comprehensive financial plan includes tax, insurance, and estate plans. Jim works closely with relevant professional partners to provide additional services. Jim works hard to grow and strengthen client relationships and provide excellent service.

Personal CFO

James Van Metter & Associates offers a premier service for high net-worth clients by acting as their Personal CFO. As your Personal CFO, Jim ensures all your financial needs are coordinated and managed. This saves you time to enjoy your success while having confidence that someone is constantly looking out for your best interests.

*James Van Metter & Associates generally requires a $500K minimum in assets under direct management for Personal CFO Services.

Retirement Income Planning

Planning for retirement is complicated and with so many decisions to be made, you need the help of a financial professional. Jim offers his clients an in-depth financial review of retirement needs and a comprehensive plan to optimize your retirement.

Social Security

Jim is an expert in Social Security planning and has taught many classes on Savvy Social Security Planning. He uses top industry analysis tools to assist clients in selecting the best option and guide them throughout the process.

Insurance Analysis

Protecting what you have is essential to any financial plan. In order to ensure comprehensive asset protection, we begin by reviewing your existing policies. To facilitate this process, we work with professional partners to help in finding you the most cost effective and comprehensive insurance policies.

Long Term Care

Planning for your needs as you age is critical. We work with professional partners to find you the Long-Term Care insurance that meets your needs.