Jim Midkiff, Independent Financial Advisor

Independent Objective Personal Service

The difficulty in finding the right professional....one who will put your needs first rather than those of some "super store."


For many investors, the answer lies in choosing an independent financial professional who is backed by a high quality broker/dealer. That is precisely what you get when you choose Jim Midkiff who has over 20 years experience in the financial services industry.  Independence is a key ingredient in making sure your best interests are served. As an example how this works in a client's favor, of the hundreds of mutual funds available through Jim, none are proprietary. This means funds are selected for you based on performance parameters and not on company incentive.


You get the advantages of working with a smaller firm with the security of one of the nation's top securities clearing firms.


With Jim, your objectives come first. 
Newsletters

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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