James D. Sandlin, III CFP®

(919) 782-4488

My focus is to have a clear understanding of your investment goals and objectives. It is also important that I understand your tolerance for risk. Each and every investor is unique. No two clients have the same tolerance for risk, income requirements, or time frame for investing. 

It is my job to find out exactly what your short term and long term investment goals are and to help you to manage risk effectively. Regardless of how you structure your investment strategies, it is important that you maintain a properly diversified portfolio. 

After helping you with investment analysis or adjustments to your present portfolio, I pledge to you continued service at the highest level. I participate in continuing education classes for both investments and insur- ance. 

My Resume is available upon request. 

 

Tax Management 

Assistance Coordination of your financial assets will minimize your tax liabilities through tax advantaged investment strategies and financial accounting strategies. 

Asset Allocation 

Assistance Research and implementation of your investment strategies to provide for the accumulation of wealth. 

Risk Assistance 

Selection of the appropriate insurance for your life, health, disability, and long term care will provide the most effective coverage for you. 

Retirement Analysis 

Integrating employer provided retirement plans with your own investment strategies means an opportunity for addressing your retirement. 

Estate Analysis 

Assisting you in preparing for the orderly distribution of your assets will minimize estate administration costs and estate taxes.