|
James A Plaskey II CDFA®, CFP®
Balanced Divorce Solutions
324 W Main Street |
||
|
Jimmie is a financial professional with an extensive background in client relationship management, working with high-net-worth executives, entrepreneurs, and retirees in several business markets. He’s dedicated his professional life to the financial successes of others. His commitment to these successes has allowed Jimmie the opportunity to meet with many types of individuals throughout his career with his financial firm. There is a subset of individuals that Jimmie’s been unable to help until it is too late, individuals that NEEDED it the most when it was not available and, in some cases, not even top of mind… individuals that have already signed their divorce decree. He’s met with high-net-worth individuals after their divorce that did not get the financial best or fair deal for themselves or their ex-spouse. It’s not due to ill will but the lack of financial expertise in the case and situation. That’s where Jimmie and Balanced Divorce Solutions come into place. Jimmie’s role as a CDFA® practitioner is to help both client and lawyer understand how the financial decisions made today will impact the client’s financial future after divorce. Jimmie’s education style of financial planning stems from his collegiate athletic days. He had coaches who created a clear vision and brought out the best in him and their teams. He brings these valuable coaching lessons to each of his clients in financial planning to guide, teach, and assist in accomplishing their goals. He currently serves on the Board of Directors for the Alzheimer’s Association Michigan Chapter and the Brighton Chamber of Commerce. He’s a co-founder of the Team Suzy Non-Profit and regularly supports Brother Rice High School and Hillsdale College as an alumnus. |
||
800.875.1760
