JAMES ALAN SCOTT WALTERS, CRPC James’ fascination with the investment world started around 10 years old when he saw a Fidelity commercial about mutual funds.
James stands apart from other Prescott area financial professionals in several ways. He provides honest feedback and recommendations, and offer answers to your questions in ways you are easily able to understand so you can make the best decisions. He strives to help his clients achieve true economic freedom and meet their life goals, and offer several different services that are listed below.
Financial Planning in Prescott & Prescott Valley comes down to a conversation, where you discuss all your questions about money and examine all the different financial options available to you in order to plan for a secure financial future. This requires you and your financial planner to work together and be honest and realistic with each other as you put your viable plan together. James treats the financial planning process like a relationship. He works hard to build trust with our clients and to answer your questions honestly. His goal is to ensure you have the tools you need to make sure you have the money you need for the rest of your life.
James knows your life path can be complex. The journey to fulfilling your dreams is sprinkled with financial demands, and both short- and long-term pain points. Unchecked, they can take you off course. That’s why we believe a financial plan that tackles expected and unexpected obstacles is essential.
Let’s align your personal finances with your unique goals and values The old way of financial planning: Gather copies of all of your financial statements, and fax or snail-mail them to your financial advisor. Tell them what age you would like to retire at. Some time later, receive a massive binder full of confusing charts and graphs that aren’t really explained to you. Buy some kind of expensive and overcomplicated financial product that even your advisor doesn’t really understand but supposedly solves all of your problems. Put the binder on a shelf in your home office and forget about it. Once a year, maybe have a brief meeting to review your portfolio while your advisor tries to sell you another expensive annuity or front-load mutual fund that you don’t need.
Once you realize that every decision is a financial decision, it changes the way that you approach planning for your future. We can help you orient your financial picture to align with your goals and values, and provide insight on how all of the puzzle pieces fit together.
James brings a relentless money management style to each client. He is a Chartered Retirement Planning Counselor (CRPC®)