Our Services

At Plummer Financial Services, James offers a wide range of Tax and financial planning services including:

• Tax return preparation
• Tax planning

For financial planning James walks you through a step-by-step process to identify your goals and personalize appropriate strategies to suit your vision and objectives. I help you execute sound financial practices that will help you feel confident in your decisions. To do this I address 8 wealth management issues that my research has identified as most important to my clients. They are:

2. Cash Flow and debt management

3. Family risk management

4. Retirement planning

5. Education planning

6. Legacy and estate planning

7. Business planning

8. Special situations

When your plan is created, I will implement it appropriately utilizing the products available to me through my broker/dealer HD Vest Investment Services including but not limited to:

• Investment products such as mutual funds
• Retirement tools including IRA, simple IRA, 401(k) plans, 403(b) plans
• Estate and legacy plans
• Insurance and annuities including life and long-term care insurance and fixed and variable annuities
• Business succession planning and the tools to support these plans.