Jim Davis | Source | Senior Financial Planner at Aspen Wealth Management

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Jim Davis

Senior Financial Planner at Aspen Wealth Management and 3 other companies
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Jim Davis is a fee-only, Certified Financial Planner™ who is who is passionate about helping his clients connect the dots between where they are today and where they want to be tomorrow. Leveraging his strong background in personal finance, Jim helps individuals and families sift through the complexities that exist in their financial lives in order to provide a clear roadmap to accomplishing their goals.

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  • The Amateur Investors - Episode 29 - The Amateur Investors talk with Jim Davis

    In this episode, Ben and Chris are joined by Jim Davis who comes with expertise in financial planning with Ultra High Networth Individuals working at Mills Wealth Advisors. We hope you enjoy this week's episode! [5/13/2021 date this was recorded] Please give us a like, comment, or subscription on this video. Our website is up and running!!! Please check us out at theamateurinvestors.squarespace.com And follow us on our other social channels Our podcast searching "The Amateur Investors" at Spotify, Google Podcasts, Podbean App, Amazon Music/Audible, and Pandora Instagram: @theamateurinvestors Twitter: @theAmateurInvs Tiktok: @theamateurinvestors Our mission is to build us from amateurs to experts. All suggestions are our own and we recommend that you should do your own research before acting on any investment advice. See you in this week’s episode - we hope you enjoy it! - Chris Alaimo and Ben Gassaway

    Podcast
  • Having Your Cake & Eating It Too: Health Savings Accounts | Mills Wealth Advisors

    There are many things I love about my job as a financial planner, but none more so than being able to sit across the table from clients and hear their stories. Some are young professionals just getting started in their careers, whereas others are empty nesters nearing retirement. Some are entrepreneurs looking to begin their next venture, and others are ... Read More

    Article
  • How Much Do I Need to Retire? | Mills Wealth Advisors

    “How much do I need to retire” is one of the most common questions people have when it comes to their personal finances. Regardless of age, occupation, or socioeconomic status, most of us are wrestling with the same questions: How much is enough? How much do I need to be able to take care of my family? And how much ... Read More

    Article
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