James Mayo (CFA, CFP®, EA, MBA)
James Mayo focuses in the
following client markets or areas of practice:
- Baby Boomers
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Baby Boomers
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Comprehensive retirement planning, retirement income strategy, investment management, portfolio design, tax planning, tax-efficient investing, Roth conversion planning, Social Security timing, Medicare and IRMAA planning, withdrawal strategy, estate and beneficiary coordination, insurance review, and ongoing financial planning.Additional Information
We are a flat-fee, fee-only fiduciary firm helping pre-retirees and retirees navigate retirement income, investments, and taxes. We work with households seeking a coordinated approach to portfolio management, withdrawal strategy, Roth conversions, Social Security, Medicare, and ongoing tax planning. Tax preparation can also be coordinated under IronFjord Tax Professionals, a separate firm under common ownership.NAPFA Start Date
December 05, 2024
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