James M. Wozniak

I believe that people are only comfortable with things they understand and professionals they trust. It is my objective to develop a long-term personal relationship with each client and steer them toward the investments that better meet their unique goals.

By focusing on retirement income planning, I help provide asset protection and financial solutions to individual investors and their families. Using my broad-based experience and retirement planning techniques and backed by a professional full-service team, I can help you build and preserve the wealth that can allow you to sleep well at night while living your dreams during the day.

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Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click Contact .