James G. Kaufmann, RFC, RTRP

I began my career with life insurance and annuities in 1989 with John Hancock. A few short years later, I became licensed with NASD (now FINRA) for mutual funds. Shortly afterward, I went on to learn and help people with income tax preparation while helping people with investments and financial planning. As the saying goes “it’s not what you earn, but what you keep after taxes that’s most important.” Thus, I wanted to be independent and not controlled by a company trying to push product or restrict me with helping people so I chose to work for myself in 1998 and started my own company. Subsequently, I have obtained Series 7 and 66 licenses, acquired years and years of education and experience from 1989 up to the present helping multiple generations of families get closer to pursuing their dreams. Nothing is more gratifying to me than hearing a client tell me “thank you, I wouldn’t have made it to this point in my life without your help.” Allow me the opportunity to help you in the same way.