James Gay - Financial Representative

Life with children is a rollercoaster ride. Throw in budgeting and college planning and it can feel overwhelming. A sound financial strategy can help put your nerves at ease — so you can treasure every moment and enjoy watching your children grow up.

Smart money moves for families Life with children is a rollercoaster ride. A sound financial strategy can help put your nerves at ease.

Single parents face unique stresses that can take a toll on their well-being, and financial health can suffer the most. Here are five small steps that can be taken to make big strides toward improving your overall well-being.

5 Ways single parents can improve their finances Learn 5 steps to take to improve your finances and overall well-being as a single parent.

For a small business, the loss of a key person could cause financial hardship.

Protecting Your Business from the Loss of a Key Person Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Retirement Plan Detectives Watch this fun video for tips on how to search for missing money.

Retirement may change your perception of investment risk.

Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio.

Amid the emotional and financial tumult of a divorce, it’s critical to ensure that you’re properly covered by insurance. If you’re recently divorced, or going through a divorce, here are some steps to take to ensure that you’re protected.

Insurance after a divorce If you are going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.