James Rasmussen (CFP®, CKA®, CPA/PFS)

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

  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

After 20 years of consulting business owners how to make more money, now I get to help them and others clarify their life goals, live well, and give generously. My passion is helping people remove the stress of financial decisions with simple and easy steps. We strive to be different by doing planning in stages and gradually rather than all at once where nothing gets done. We like to design our plans to have one action item a week and then you are done. Hence, we eat that proverbial elephant one bite at a time. In the end, steady plodding brings prosperity!

NAPFA Start Date

May 25, 2017


This Office

334 N Peachtree Pkwy Peachtree City, GA 30269-1360 Phone: (678) 712-6656