Safe Money Resource Grants “Safe Money Approval” to Wealth Planner James Carrier
Jim Carrier, a highly experienced wealth planner specializing in income and retirement planning, receives Safe Money Resource’s “Safe Money Approved” endorsement for an exemplary record, strong knowledge, and professional ethics.
Jim Carrier, a knowledgeable and experienced wealth planner in West Virginia, is the latest recipient of the “Safe Money Approved” endorsement. With roots in financial services going back to 1967, he has a background and experience in tax planning and investments. This expertise makes him uniquely suited for helping clients with retirement planning needs. Carrier specializes in income and retirement planning with safe money strategies.
Over a broad career, Carrier has served in many capacities which have bolstered the insights and knowledge he brings to client needs at present. These designations include Certified Senior Advisor (CSA), Chartered Federal Employee Benefits Consultant (ChFEB), and Registered Financial Consultant (RFC). To date, Carrier draws from over 30 years of experience in the financial services and insurance industries.
“It’s a great privilege to welcome Jim to our ‘Safe Money Approved’ team. He has a wealth of knowledge, strong ethics, and great integrity,” said Brent Meyer, President and co-founder of Safe Money Resource. “‘Safe Money Resource focuses on helping the pre-retiree and retiree communities with creating comprehensive retirement plans using safe money principles. Jim’s knowledge of the industry, various financial instruments, and safe money strategies are a great asset to his clientele.”
In his practice, Carrier assists many clients with wealth planning, including baby boomers and seniors. Much of his client base is federal government employees, for whom he holds strong expertise in creating tailored retirement and wealth preservation strategies.
For information about Carrier, his background, and his wealth planning expertise, please visit: http://jamescarrier.com/.
Carrier’s background includes being the founder of Focus Financial Investment Group, where he held a Series 65 license and also was Managing Member. In 2012, he had the opportunity to merge Focus Financial Investment Group with Horizon Financial Solutions, Inc., which now enables him to focus completely on income planning. As the Managing Member of Focus, he was a Registered Investment Advisor until his firm merger in 2012.
In financial matters, Carrier believes exercising safe money principles should be a strong priority in retirement. He carefully listens to each client’s needs and situation, and then helps them form a plan which preserves retirement savings. These solutions also offer reasonable growth potential to stave off the impact of inflation.