Faith-Based Fiduciary | Retirement Income Planning Specialist

Gerry James has helped retirees and pre-retirees in Florida, South Georgia, and South Carolina confidently prepare for retirement since 2010. As a Safe Money Manager and dedicated fiduciary, Gerry builds customized retirement income strategies focused on preserving principal, ensuring your retirement income account never suffers market losses, while providing predictable, tax-efficient lifetime income.

A Perfect Track Record

With more than a decade of experience and a perfect track record—never losing a penny of client money—Gerry evaluates each individual's financial position, including income, expenses, insurance, and tax status, to deliver tailored solutions. From safe investment recommendations to guaranteed income planning, his work is rooted in client-first ethics, transparency, and care.

Ongoing Support & Education

Gerry offers ongoing portfolio reviews and regular check-ins to adapt to life's changes. He also invests in continuous education to stay ahead of industry shifts, ensuring clients receive the most relevant and reliable strategies available.

Faith-Based Financial Stewardship

As an ordained minister of the Gospel of Jesus Christ, Gerry brings a powerful blend of financial stewardship and faith-based values to every relationship. His approach is more than financial—it's about creating peace of mind through guaranteed lifetime income for the account holder and spouse.

🎬 A Movie: License To Spend

License To Spend Movie - Retirement Educational Event

Spend it All, Every Dime, Every Month, and Never Run Out In Retirement.

Get 2 Free Tickets to The "License To Spend" Educational Event — Inquire Within for Upcoming Shows!

What You'll Learn at This Exclusive Event:

Spend Smarter, Live Better: Discover the formula to safely maximize your retirement spending without fear of running out.
Retirement's Top 5 Risks—Solved: From market downturns to unexpected expenses, uncover the biggest dangers to your retirement security—and how to avoid them.
Lifestyle Guaranteed: Learn strategies to lock in your lifestyle so you can live with confidence for the rest of your life.
The "Spend It All" Strategy: How to enjoy every dollar, every month, without ever running dry.
Inflation Defense Plan: Practical ways to protect your income and maintain your quality of life—even as prices rise.

Contact Gerry today to discuss your retirement planning needs in Ponte Vedra Beach, Florida.

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