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I am Jim Plummer, an Investment Adviser Representative, and a Fiduciary. I have held a Series 65 License as well as Life Insurance, Long Term Care, and Annuity licenses for over 20 years. I work in conjunction with Vanderbilt Financial Group to help people make OPTIMAL decisions about their money, so they may achieve what is IMPORTANT to them TODAY and TOMORROW, known as Retirement Distribution years. Our focus is on Retirees, Pre-Retirees, Business Owners, and Professionals. We are willing and able to help anyone who is looking for answers on ways to avoid the “POTHOLES in the road to and through RETIREMENT.”
Putting money aside for retirement during the ACCUMULATION phase, or your working years, into a 401(k), 403(b), 457(b), IRA, ROTH IRA, or pension is a much easier process. What can be more difficult is navigating the “ROAD TO RETIREMENT “and avoiding the many POTHOLES that can drain your retirement nest egg, during the DISTRIBUTION stage, which can last for 10, 20, 30, or more years!
I graduated from Hillsdale College, with dual Majors, Accounting and Business Administration. I started a Landscape and Nursery Business in Florida with 2 of my brothers and added 3 more brothers, allowing us to grow our business from $600,000 the first year to $12,000,000, 9 years later. I moved my wife and 3 children back to central Pennsylvania, so our children could go to school and grow up where we had friends and family.
I was CFO for two-multimillion-dollar businesses for the next 16 years. As the CFO, retirees would come to my door and ask for help on planning their retirement. They had no idea where or how to start. They would say, you know finances, please help. I wasn’t licensed so I could not make recommendations, but I would recommend some people I knew that could help them.
I was Vice Chairman of a local community Bank in Altoona, PA for 23 years.
I took a year off and earned my Series 65 license and Life Insurance, Long Term Care and Annuity licenses as well. I have been in the investment world for over 20 years. I am a Fiduciary and work as an independent Investment Adviser Representative with Consolidated Portfolio Review, a division of Vanderbilt Financial Group, based in Woodbury, NY.
Currently I work with my clients in PA, IN, SC, NC and FL. With Vanderbilt Financial Group, I have the ability to work in any state.
I specialize with Retirees, Pre-Retirees, Business Owner’s, and Professionals but will help anyone that can use my help. I love what I do. Retirement is much more complicated, the closer you get to it. I teach two Educational Workshop Webinars, “Savvy Social Security Planning” and “How Tax Planning Changes through the Four Stages of Retirement”. No cost or obligation.
I believe it is critical that we plan for our retirements as the tax structure is sure to be changing again and the better educated you are the more you will be prepared for the next 10, 20, 30 or more years that are ahead for you.
We work with each client and identify what keeps them up at night and put their goals on paper. So, we can build a Road Map for Retirement, to help you avoid the “Potholes” along the way. The ones that can set you back or seriously damage your road to retirement. We utilize the “Wealth Cycle” to identify where and when funds will be needed and move funds from the appropriate “Bucket” at the proper time.
I have worked with individuals helping them develop long term investment strategies to address their financial needs and goals. Whether your needs are income or growth, together we can create a diversified portfolio for you by implementing and monitoring various investment strategies based upon your risk tolerance and time horizon.
As an Independent Financial Professional, I am affiliated with the Independent Broker Dealer & RIA, Vanderbilt Financial Group. Headquartered in Woodbury, NY, Vanderbilt is known as “The Sustainable Wealth Management Firm” for our commitment to providing Financial Advisors and clients greater access to value-aligned investments. Headquartered in a LEED-certified Platinum building, Vanderbilt’s commitment to changing the world begins at home in their office and within their culture.
I am supported by Vanderbilt’s full team of dedicated staff who are committed to providing superior quality and service to its Financial Advisors and Clients. This very progressive, innovative and values driven firm fosters a strong entrepreneurial spirit and a partnership that allows us to better serve our clients.
Learn more about Vanderbilt Financial Group at www.VanderbiltFinancialGroup.com
I’d love to hear from you!
Contact me to schedule a meeting.
Phone: 814-931-4271
jplummer@vanderbiltsecurities.com
