James McMahon (CFP®, MBA)

James McMahon focuses in the
following client markets or areas of practice:

  • Hourly
  • Insurance Related Issues
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Helping people help themselves to be good stewards of their blessings with:

   -Budgeting & Saving

   -Risk Management & Insurance Analysis

   -First Steps for New Investors.

   -Assisting DIY investors

   -Support for Quicken users

   -Charitable Giving


Additional Information

Jim McMahon's Forerunner Financial Planning (www.forerunnerfp.com) is the practice of a successful DIY Investor who believes that YOU are capable of being a Do It Yourself Investor, too. While we understand that you might not have the time or inclination for that, we invite you to learn why you should be a Do More Yourself Investor. With the internet and your PC, it is easier than you think.

YOU Can Do Better than anyone else. When it comes to your financial plan, the more ownership you take, the better the chance that you’ll achieve your goals; and the more peace of mind you’ll have along the way.

We Can Help, It should be your plan, so we can’t do it all for you, but we can do it with you.

NAPFA Start Date

March 08, 2012


This Office

7634 Wind River Dr Sylvania, OH 43560-4328 Phone: (419) 318-7827

Other Offices

1107 Hylton Heights Rd. Manhattan, KS 66502-2821 Phone: (910) 333-6659