JAMES R. HOLT CLU, ChFC, AEP, CFP®
Financial Services Representative
What, exactly, is involved in setting financial goals? There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider goal considerations to be more than spreadsheets and time tables.
As a financial advisor, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom.
I will work with you to help you determine what’s important to you in your life. Together, we’ll create a road map to take you where you want to be.