Retirement & Wealth Management Planning

 

Presentation

During his presentation, James will cover the differences between the accumulation phase and the distribution phase of your retirement assets.  He’ll address if you haven’t saved enough and which vehicles are still available to save money for high net worth individuals.   He talk about retirement strategies and those you can implement for staff or loved ones if they are behind the savings curve. 

He’ll discuss the pitfalls in the distribution phase of retirement and how many people are not prepared for the change from accumulating wealth to receiving that wealth in retirement.

He’ll calm your fears and address the issues surrounding a changing landscape for future retirees.  More importantly he’ll help build you a road map to navigate a successful retirement safe, smart, and secure in the knowledge of a plan in place. 

 

James Regan AIF® Bio

Financial Advisor & Partner

James has been in the financial services industry for over a decade, spending his early years as a financial marketer to existing financial advisors.  This consisted of portfolio design and financial planning for clients and advisors.  This experience gave him a unique view to the industry from the inside out and quickly accelerated his investment knowledge, along with his personal growth as an advisor. 

James is the Managing Director of SharpePoint | Insurance Group.  James’ focus is on varied portfolios of risk-adjusted investments in attempts to create well-balanced returns.  Asset preservation, reduced risk, and an emphasis on a tax efficiency are hall marks of his investment style.  He has created great relationships with his clients, in turn it has provided a solid foundation for consistent referrals.

Prior to his time in financial services, James spent seven and a half years in the Air National Guard and participated in three separate deployments in support of Operations Enduring Freedom and Iraqi Freedom.  James currently sits as Vice Chairman of the Board for Military Assistance Mission.

James is also a featured guest on KKNT, 960 The Patriot.  As a reoccurring guest on the show, James shares his knowledge regarding finances and real estate on Results Realty; Sundays at 5pm!

 Education: BS, Illinois State University, in Marketing.

Registrations Held with TD Ameritrade:  Series 65

Designations: AIF®

Contact information

www.sharpepoint.com

480.999.3033 Office

james.regan@sharpepoint.com