Put Our Experienced Team to Work for You
Jim Black has over 30 years of experience, respectively, in guiding you in building your financial independence. Jim has created a client-centric financial advisory firm that assists clients in reaching their financials goals by first determining their clients’ core values and then building solutions based on these values. Jim believes no two investors are alike. His philosophy involves helping their clients minimize taxes while providing the potential for maximum income at an appropriate risk level. Our goal is to ensure that each client has a comprehensive and customized plan to fit their goals and needs. Our areas of expertise include:
- Distribution planning
- Risk reduction planning
- Estate and charitable planning
- Liability and tax minimization strategies
- Long-term care planning
- Portfolio management using Absolute Return models
- Social Security optimization
Why Choose Absolute Return Solutions?
Whether you want to protect and grow your nest egg or leave a legacy to benefit your loved ones for generations, our team employs advanced planning tools and strategies to help you toward achieving your financial goals. We take a holistic approach to our client’s needs and use conservative investing strategies to help our clients’ realize their goals. Between our specialty of distribution planning and our Absolute Return investment philosophy, our clients know that they have an income plan and that their investments are designed to make money in up or down markets. As an independent firm, we pride ourselves on being able to provide the timeliest advice based on what is best for our clients. We are not beholden to any large brokerage firm or insurance company. Therefore, all of our services are geared to what is in the best interest of our clients. It is our fiduciary responsibility. Each of our clients is treated with the utmost respect to insure that they are comfortable during their planning process. We even like to go above and beyond with freshly baked cookies for everyone who comes to our office. During the year, we have events for our clients – from fun appreciation events to workshops for those who want to stay up-to-date with the ever-changing financial world.