James Carriveau
BFA™
Working with you to develop a financial strategy that aligns with your personal goals so you can be secure and confident in your future.
State(s) Licensed: CA Insurance Lic. #4068861, FL, IA, WI
141 Huron St.
Berlin, WI 54923
Working with you to develop a financial strategy that aligns with your personal goals so you can be secure and confident in your future.
State(s) Licensed: CA Insurance Lic. #4068861, FL, IA, WI
Let's plan your financial future together
Where are you at today, and where do you want to be tomorrow? We can work together to define your retirement strategy. Let's find a path to move you forward, while protecting you from taking steps back. Everyone deserves financial clarity, and I'm here to help you find it.
My strengths are the following:
- Strengthen your financial position
- Prepare for unexpected illness, injury, or loss
- Invest with purpose and manage your assets
- Explore tax-efficient ways to manage your money
- Save and prepare for income in retirement
- Plan to pass on a meaningful legacy
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