"Helping Black Americans Retire in Comfort - Even If You're Behind on Savings"
Trusted retirement advice for Black city and corporate workers, teachers, and business owners over 45.
Who I Help
You're Not Alone If ...
* You've worked in the public sector for decades with no real financial plan
* You're behind on savings but still hopeful for a secure retirement
* You've got a pension, 401(k), 403(b), 457, or small business - but no clear exit strategy
* You've never had a financial advisor who understands your life or culture
You don't need to be perfect. You just need a simple plan-and someone who gets it.
HI,
I'm James
I've been there! From humble beginnings growing up in a Philadelphia Housing Project, my mission over the past 25+ years in the financial world has been clear: to help people - especially Black people - build lasting wealth and retire with confidence and dignity. I specialize in helping Black Baby Boomers and Gen Xers turn their hard work into a peaceful retirement. I've worked with teachers, city, corporate and government workers, and small business owners - people who gave everything to their jobs but were never given real financial guidance.
READ MY STORY
What I Offer
Retirement Services That Respect Your Journey
* DROP & Pension Analysis for City Workers
* 401(k), 403(b), 457, and IRA Strategies
* Retirement Planning for Entrepreneurs
* Wealth Transfer & Estate Prep for Black Families
* Late-Saver Retirement Rescue Plans
FREE GIFT
Take The 7 Days To Financial Freedom Challenge
Kickstart your financial success with step-by-step guidance, hands-on resources, and daily group accountability check-ins.
YES, COUNT ME IN