Basic Information
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Company
Rocky Mountain Financial Solutions -
Phone
720-600-7599 -
Email
jim@rmfinancialsolutions.com -
Mobile phone
720-600-7599 -
Website
https://rmfinancialsolutions.com/schedule-a-call -
What is your "why"? Why do you do what you do?
The most rewarding part of my career is putting clients in a financial position that they never thought was possible. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you know exactly when and how much money you need in order to retire? Are you on track to reach all your financial goals? Have you ever had your investment and retirement portfolio reviewed by an independent, fiduciary based advisor? (if the answer is "no" to any of these questions that person is a great referral) -
Unique Selling Proposition
Independent - no agenda from management pushed down to the consumer.
Fiduciary - clients best interest come first today, tomorrow, as well as 10, 20, and 30 years down the road.
Holistic - can't complete a puzzle without all the pieces. The planning is boutique to each client and comprehensive to make sure all financial pieces fit properly with your picture.
Proactive - working alongside your professional team, deadlines and contributions are planned for well in advance.
Transparent Fee - simple fee-only model, no sales commissions on investment products. -
About me
Finance undergrad with a portfolio management focus. Started career on Wall Street, followed by Investment Banking. Now my focus is helping improve the financial lives of my clients. First joined the financial advisory business in 2007 and started my own firm in 2018. -
Profession
Financial Services -
Title
Financial Advisor / Investment Advisor Representative -
Hobbies and interest
Golf, basketball, volleyball, volunteering, sports, fantasy football.
Contact Information
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City / Town
Erie -
State
CO -
Zip
80516 -
Country
United States -
Special offers to the group
Complimentary Financial Portfolio Review & Insurance Audit -
Facebook Business Page URL
https://www.facebook.com/RMFinPro/ -
LinkedIn Profile
www.linkedin.com/in/financial-advisor-erie-co
Education
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College / University
University of Dayton -
Graduation Year
2006