James Twining (CFP®)

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

  • Corporate Executives
  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

The core of my business is the design and management of investment portfolios. I believe that the best way to be effective is to deliver comprehensive financial planning advice. The scope is broad; including not only portfolio design and management, but also cash flow and liability management, insurance evaluation, income tax strategy, goal projections, and estate planning. I utilize the expertise of outside professionals including CPAs, insurance agents, and estate planning attorneys.

Additional Information

I believe that investors have been taken advantage of by the investment industry for far too long. I want them to have a more positive experience; to have access to unselfish advisors who honor their values and care about them as people, to have some semblance of financial security and to achieve success. I partner with clients to manage their wealth with a focus on reducing conflicts of interest, containing costs, and providing total transparency. I deliver comprehensive financial planning advice, behavioral coaching, and education. This is of value to my clients; beyond mere investment portfolio design and management.

NAPFA Start Date

January 01, 2014

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This Office

2115 Barkley Blvd Ste 101 Bellingham, WA 98226-6611 Phone: (360) 714-1234 Fax: (360) 738-3125