Capital Financial Group: Ian James, CRPC, AAMS, BFA

Services Offered

• Retirement Investing
• Financial Planning
• Estate Planning
• Wealth Creation and Management
• Insurance Advising
• Tax Advising

About

Ian James is a financial advisor based in Baton Rouge, Louisiana, providing retirement investing and financial planning services. With 30 years of experience and a team that boasts nearly 100 years of combined expertise, Ian specializes in comprehensive financial strategies including estate planning, wealth management, and insurance advising. He serves clients primarily from the petrochemical industry, including retirees from major companies such as Exxon-Mobil and Chevron. Ian's practice is dedicated to helping individuals achieve their financial goals through tailored investment and tax strategies.

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