Our Firm

James C. Brocke CFP® is dedicated to comprehensive financial planning* on a fee for service basis.

Since 1980 James C. Brocke CFP® has helped individuals and companies develop and implement financial plans.

Comprehensive Financial Plans focus on 5 key areas:
 

RETIREMENT PLANNING
INVESTMENT PLANNING
TAX REDUCTION STRATEGIES
ESTATE STRATEGIES
ASSET PROTECTION STRATEGIES

James C. Brocke CFP® believes that it is in the comprehensive coordination of these five keys that helps individuals maximize the value of their assets and potentially achieve their goals and objectives more efficiently.