James Ashby (CFP®, CPA®)
James Ashby focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Retirement plans and planning.
Income and Estate tax minimization strategies. Our target clients are sucessful families and small business owners.
Additional Information
J. David Ashby is the retired Peoples Bank Professor of Finance at Southern Arkansas University.He is a previous recipient of the SAU Faculty Excellence Award for Teaching, the SAU Faculty Excellence Award for Research, and SAU Honor Professor. He has served on numerous committees of the Certified Financial Planner Board of Standards in Washington and has published papers in various professional journals.
NAPFA Start Date
March 30, 2005