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• <H1> Mission
• <H4> “Our mission is to partner with our clients in their financial interests. We give each client detailed attention in order to create a personalized strategy that works towards meeting their goals for today, tomorrow and beyond”. -Jim Graham, CFP®
• <H1> My Story
• <H4> Two of my greatest passions in life are educating others and hiking. While those two passions may seem unrelated, they are actually closely entwined. Every day my team and I educate clients on how they can improve their financial well-being. Sometimes it’s in a teacher – student format, but more often it is as a guide.
• <H4> 
• <H4> As a client, here is what you can expect from us as you begin your journey
• <H4> First, we learn about your financial and lifestyle goals. I learn about your path so far, and where you see yourself at the end of your journey.
• <H4> Next, my team and I create a strategy for you to accomplish your goals.
• <H4> After that, we review the strategy with you. I explain the pros and cons of that particular course, describe the alternative choices and map out the financial journey I propose we take together.
• <H4> Finally, once the decision is made and agreed to, we implement our strategy, keeping you informed along the way.
• <H4> 
• <H4> When leading your financial hike, it is important to me that you are comfortable with the course of action. If not, we can take you on a different, more suitable route.
• <H4> 
• <H4> Would you like a guide and educator on your financial journey?
• <H1> Investment Strategy Philosophy
• <H4> My team and I always begin with a 30,000 foot view. This is because our focus is on strategy, not product.  We do NOT believe one size fits all.  Each strategy is customized as we assist people in managing their wealth, preserving it, and distributing it during life and after death.
• <H4> Jim holds securities registrations including Series 7 and 63 through his Broker/Dealer, WFG Investments, Inc.  He holds Life, Health, and Variable Annuity licenses.  He has been a CERTIFIED FINANCIAL PLANNER ™ Practitioner since 2003.  He attends continuing education sessions every year.
• <H4> Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
• <H1> Qualifications
• <H1> Experience
• <H4> Jim began his career as a financial advisor in 1996 with VALIC.  He specialized in retirement and distribution planning, as well as financial planning for the not-for-profit community in Arizona.  After 13 years of advising for one of the largest financial organizations in the world, he made a decision to seek a more comprehensive and unbiased approach to financial planning. So, in 2009, Jim joined a group of independent advisors associated with Williams Financial Group in Arizona.  The group offered the team approach he was looking for including tax, legal, estate, insurance, and financial planning under one roof.  In addition, Jim was the host of “Hey Jim!”, a radio show dedicated to financial education.
• <H4> Jim was born in California, but grew up in Ohio and attended the University of Cincinnati.  Arizona has been his home since 1996.  He is an avid hiker, often leading groups of friends to some of the more remote wilderness areas in Arizona and elsewhere.  His other interests include travel and recreational sports such as softball, volleyball, and kickball.
• <H1> Personal
• <H1> WFG Investments
• <H4> Founded in 1988, Williams Financial Group is a privately held, Dallas-based, financial services firm serving Financial Professionals throughout the United States. 
• <H4> 
• <H4> We provide a broad range of advisory, brokerage, and wealth management services to independent Financial Professionals, giving them the ability to independently serve their own clients who are primarily individual investors and select institutions.
• <H4> 
• <H2> Licensed Insurance Agency  | WFG Insurance Services, Inc.
• <H4> WFG Insurance Services, Inc., a subsidiary of Williams Financial Group, Inc., is a licensed insurance agency providing a wide variety of insurance products and services.
• <H4> 
• <H2> Registered Investment Advisor  | WFG Advisors, LP
• <H4> WFG Advisors, LP is a subsidiary of Williams Financial Group, Inc., and a SEC Registered Investment Advisor. WFG Advisors provides fee-based wealth advisory and retirement services that include: wrap accounts, advisor directed or third party-managed accounts, asset allocation and portfolio reporting, tax trust and estate and financial planning services.
• <H4> 
• <H2> Registered Broker/Dealer*  | WFG Investments, Inc.
• <H4> WFG Investments, Inc., a subsidiary of Williams Financial Group, Inc., is a registered broker/dealer and a member of FINRA and SIPC. In addition to serving as a registered broker/dealer to process transactions, WFG Investments, Inc. offers a comprehensive range of products, including stocks, bonds, options, mutual funds, unit investment trust, Alternative Investments, CDs, 401Ks, IRAs, 529 Plans and cash management with check writing and credit card services, and electronic funds transfers.
• <H4> 
• <H4> *Member FINRA & SIPC

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