Kirby Wealth Management, Inc. | Financial Advisor in Brea ,CA

2601 Saturn Street, Suite 106
Brea, CA 92821

Survive and Thrive in an Inflationary Environment


About

Jim and his associates are concerned about the high level
of our national debt and the rapid growth of our money
supply. Our gross national debt has increased at an
alarming rate in recent years. The Fed has increased the
money supply by $2.3 trillion with Quantitative Easing 1
and Quantitative Easing 2 ("QE1" and "QE2"*). We expect
an inflationary environment should the debt bubble pop.*

We have developed a process we call The Personal
Financial Protection Navigator? to help our clients
survive and thrive should the "debt bubble" pop*. In this
six step process:

1) We sit with you and discover your goals.

2) We analyze your investments to determine how sensitive
they are to inflation.

3) We prepare a written report to help you understand
your potential to be impacted by inflation.

4) We invest your assets in a manner that seeks to
protect you and help you thrive should an inflationary
environment arise.

5) We monitor your investments and meet with you
quarterly to keep you on course.

6) We periodically rebalance your investments, and advise
you regarding changes to your saving and spending that
are necessary to stay on course.


* Gerber, Sander. "The Fed ignores money supply at
America?s peril." The Hill. Capitol Hill Publishing
Corp., 5 Dec. 2011. Web. June 2012.

? This information is for informational purposes only and
does not constitute a prediction of future results.

30 Years of Experience



General Information
Firm Start Year:   1997
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab & Co., Inc.
States Licensed in:   CA
Number of Years with Current Firm:   15
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


Services
Investment Types:   Bonds , Mutual Funds , Options & Futures , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , Via phone , Via email


Qualifications & Memberships
Financial Organization Memberships:   American Institute of Certified Public Accountants (AICPA) , Financial Planning Association (FPA) , Paladin Registry


Firm Information
Firm's Number of Clients:   100
Firm's Number of Planning Clients:   70
Firm's Number of Managed Clients:   70
Assets Managed by Firm:   $20,000,000
Assets Managed by Advisor:   $20,000,000


Compliance
Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   500,000
Compensation Methods:   Based on Assets , Flat Fee , Hourly
Hourly Rate:  
Additional Details on Charges:   Please request Form ADV Part 2 for complete description of fees.


Education
Batchelor of Arts - Accounting  California State University at Fullerton - Fullerton, California
September 1969-January 1972



FAQs


DISCLAIMER

Advisory services offered through representatives of James Kirby Accountancy Corporation.

James  Kirby

James  Kirby

CERTIFIED FINANCIAL PLANNER™ Certificant, CFS, CPA, CRPC®, PFS

Communities Served

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Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Compensation Arrangements

Check