James A. Hopper, RFC with Money Concepts

Services Offered

• Financial advisor
• Investment service
• Life insurance agency

About

Are you saving enough for retirement? Do you have a retirement income plan in place? Are you protecting your family with enough life and long-term care insurance? Are you saving enough for college? Have you fallen into the mutual fund tax trap? Have you considered the tax burden you will leave to your heirs? Do you have an old life insurance policy about to lapse that we could sell? We provide solutions to problems our clients do not even know they have. We anticipate obstacles before they become problems to not only keep you and your money safe, but also to keep you on time in achieving your goals. This approach allows us to manage your investments and your risks by working with your accountants and other advisors.

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