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. 


 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck