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Whether currently retired, preparing to retire, or looking at retirement in the distant future, De Pere Business Center can assist. Our goal is to insure you have a plan that insures your standard of living during your retirement years is never in jeopardy. This may include a review of your social security benefits, retirement plans (where currently employed), evaluation of investment alternatives, how do IRA’s work and are they appropriate for your needs. If you’re a business owner we will help design and implement which retirement plan would be most beneficial for your business. Wisconsin, as most states, do not require retirement counselors to take any tax classes or pass any exams to provide retirement planning. BUYER BEWARE!!! Always question the people you work with. What is their college education, what credentials have they obtained, how many years of actual experience have the completed. Also don’t forget a list of referrals. After all, your tax concerns are too important to leave to chance!!! The most prestigious study program is provided by The College for Financial Planning. Upon completion of multiple exams, various college education requirements and experience requirements the candidate is awarded the Certified Financial Planner status. If your dealing with a CFP you can be relatively assured that individual has completed an extensive education program and is experienced to assist in your needs. After all, your financial needs are too important to leave to chance. Education is a major requirement for our staff at De Pere Business Center and the following education assist in insuring you are receiving the highest standards in your retirement planning needs: Accredited Tax Advisor (ATA). Individuals holding the ATA credential have demonstrated the ability to handle complex tax planning issues, including planning for owners of closely held businesses, planning for the highly compensated, choosing qualified retirement plans and performing estate planning. Certified Financial Planner (CFP). Individuals holding the CFP credential have completed a national exam issued by the Board of Financial Planning. This generally includes a study program including; income tax planning, investment planning, insurance planning, retirement planning, employee benefit planning and estate planning. Most CFP Candidates are also required to hold a bachelor’s degree and actual work experience in the financial planning industry. Investment Advisor: Licensed through Packerland Brokerage Services Inc with applicable federal and state requirements to perform complete investment analysis. Enrolled to Practice Before The IRS (EA). Individuals holding the EA credential have passed a two-day exam covering all segments of tax law directly from the Internal Revenue Service. This is the only tax license exam provided directly by the IRS and the only license issued directly by the IRS. Masters Degree in Taxation (MST). Individuals holding the MST credential have completed an advanced college degree, beyond the Bachelors Degree, specifically geared to tax law. This is the most prestigious designation available in the tax industry. Our retirement planning staff includes:
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             Registered Representative, Investment advisory services and securities offered through Packerland Brokerage Services, Inc., Member FINRA & SIPC. |
James
has over 15 years of experience in income tax and financial planning. He
earned his Enrollment to Practice before the Internal Revenue Service
designation during 1992 (the only tax license issued directly by the
IRS), he holds a Bachelor's Degree in Business Administration, majoring
in accounting, from the University of Wisconsin - Eau Claire. He has
worked as a tax researcher/technical writer and has served as an
instructor for several tax and financial organizations. Jim has served
as the Manager of Financial Services with a fortune 500 company and is
also an investment advisor through Packerland Brokerage Services.
(Series 6, 63, 65, 7 ,24)