Financial Guidance that You Can Trust

We're always available to address changing needs and goals

At Martin James Investment & Tax Management, we understand your need for sound financial guidance in these uncertain times. We strive to improve each client's financial well being through a comprehensive planning approach. When building your investment portfolio we factor in your tax status, income requirements, risk tolerance and desired rate of return. We will meet with you to analyze your current situation, discuss goals, and then develop and implement strategies to make your financial dreams a reality.

We can assist with the following areas:

  • Traditional Investments: Bonds, Stocks, Mutual Funds, ETFs and CDs.
  • Tactical Asset Allocation Strategies
  • Strategic Asset Allocation Strategies
  • Alternative Assets
  • Variable and Fixed Insurance Products

Our financial advisors are committed to ongoing education and a disciplined approach to investing so we can provide you with the best service possible. We attend seminars and conferences lead by the nation's leading authorities on topics that directly impact the financial health of our clients.

 

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Phone: 317.834.2276 • Fax: 317.834.2290
Email: mejinfo@mjamescpa.com