James Hartwell, CPA,
CFP
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Jim is a Certified Public Accountant and Certified Financial Planner. What does that mean to you? Simply put, Jim will design
approaches that will minimize taxes and help you meet your targeted goals efficiently and effectively!
Jim draws from over 23 years in the
accounting and financial services industry to guide you through today's
tax minefield. Jim will strive to educate you on how to prepare
wisely and avoid financial loss by providing conservative
options. Jim couples his understanding of tax laws with an in
depth understanding of the latest financial trends and
techniques to better assist you to achieve your retirement
goals. This powerful combination has
the potential to translate into savings you can put into your
pocket!
Jim
would be happy to answer any questions you might have
regarding accounting or financial planning.
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