Jim began his career in financial services in October, 1967. He took an eleven year break when his son Jason was born. Jason was fifteen years old when Jim restarted his career in financial services. So many changes have taken place in the years since that October day. The progression of educational and professional opportunities has carried Jim along to where he is today. His specialty is income and retirement planning using safe money strategies. His background and experience in tax planning and investments make him uniquely suited to work with those planning for retirement.
Jim’s designations have included Certified Senior Advisor (CSA), Chartered Federal Employee Benefits Consultant (ChFEB) and Registered Financial Consultant (RFC). He was founder of the Focus Financial Investment Group in 2005 holding his Series 65 license and serving as Managing Member. He was a Registered Investment Advisor until 2012. . In 2012 Jim had the chance to merge Focus Financial Investment Group with Horizon Financial Solutions, Inc, which gave him the opportunity to focus totally on income planning. An additional benefit in this merger is to Jim’s clients. Matthew Young, CFP serves as an added resource and backup should Jim not be available. The majority of Jim’s efforts are directed toward employees of the federal government.
Jim met the love of his life, Jaunita King, in January 1971 and married her in December 1971. Their son, Jason, was born January 23, 1975. They have an informally adopted son, Aaron Roy who lives in Richmond, California. Jim and Jaunita are the grandparents of seven grandchildren. Both of them have been active in the Twin City Bible Church since 1973.
Jim’s interests range from reading, science, nature, camping, and canoeing to fly fishing. He has taken several trips west and north in search of outstanding fly fishing opportunities. British Columbia, Montana, and Oregon are a few places he has visited for the purpose of pursuing wild trout. Anywhere else a friend may be inclined to go is fine with him. Who is ready for Patagonia?
Jim is licensed in MT, FL, WV, VA, MD, DC, KY, OH.
James Carrier is a highly trusted and qualified Safe Money Approved Advisor who always looks out for his clients' best interest.
Safe Money Resource Inc. 105 Evesboro Medford Rd. Suite i Marlton NJ, 08053 Safe Money Broadcasting LLC. 17165 Kingfish Ln. W. Summerland Key FL, 33042 1.877.476.9723 (877.GROW.SAFE) email@example.com
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