Your Dreams.  Your Goals.  Your Future.

There is often a lot of concern, worry, and anxiety that accompany a family’s financial planning. People are afraid of risking their hard-won financial assets while worrying that they might miss out on financial opportunities. But, you need a plan.

Your Dreams.

Your Goals.

Your Future.

There is often a lot of concern, worry, and anxiety that accompany a family’s financial planning. People are afraid of risking their hard-won financial assets while worrying that they might miss out on financial opportunities. But, you need a plan.

WHO WE ARE

We are an investment and financial planning firm with deep roots in the South Bay community and a long track record of working with local families.

WHAT WE DO

We work with you to discover your best path to financial peace of  mind. Learn about our Vision-Focused Planning™ process.

HOW WE INVEST

We focus on investment strategies, savings, asset growth, retirement spending and withdrawal strategies, investment strategies, known upcoming cash needs, and more!

GETTING STARTED

Our clients are often surprised how easy and painless it is to get started. Together, we’ll consider your starting point, where you want to be, and we’ll plan to make it happen.

Client Pledge

Planning for the future can come with a wide variety of emotions: concern, excitement, fear, uncertainty, and doubt. Sometimes all at once. This is absolutely appropriate considering what is at stake. We like to focus on the positives while acknowledging and addressing all of your concerns. We like you to also experience relief and freedom.

This is our pledge to you:

Focus

We pledge to focus on your goals and your success. Every client is unique and has specific challenges, goals, and needs.

Simplicity

We pledge to simplify your financial life and to put your mind at ease about all of the decisions – great and small – that affect your financial future.

Plain Talk

We pledge to use straightforward language and ideas and to avoid the jargon and alphabet soup that finance wonks like to hide behind.

Read more about our Client Pledge

CONCERNED ABOUT YOUR FINANCIAL FUTURE? GIVE US A CALL!

Jim Ward

Jim Ward

Jim Ward, is a fee-only Certified Financial Planner®, Estate Planning and Elder Law Attorney, and Investment Adviser Representative under J Ward Financial Services, LLC, a Registered Investment Advisor.

In addition to being an attorney and financial advisor (JD and CFP® RICP®, RICP®, and CRPC®), Jim also has a post graduate law degree (LL.M) and holds his Series 7 and Series 66 FINRA licenses together with his RICP®, and CRPC® credentials.

Jim’s diverse background, experience, and interests are why we can offer our clients a true interdisciplinary approach. That means Jim doesn’t suffer from the tunnel-vision that can occur with a narrower field of study of other financial planners or wealth managers.

Why is “fee-only” important? It means that Jim does not receive commissions or inducements from any outside financial services entities. He works for you and you alone.