wiseradvisor

James Whitehead, CEPA, CFP®
Shoemaker Financial

Tel: 901-757-5757
2176 West St Suite 100
Germantown, TN 38138

It's Not Just the Plan. It's the Results.

Shoemaker Financial | Financial Advisor in Germantown ,TN


About Shoemaker Financial

Shoemaker Financial is a comprehensive financial planning firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the professional advice of qualified and experienced financial professionals.

We offer a complete line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, were committed to helping you accomplish your long-term financial objectives.

Our financial professionals use a series of discussions and financial analysis to help you determine and help achieve your goals and priorities. Using your financial analysis, we examine many areas of your finances and help you coordinate each of them to define a well-balanced strategy of savings, investments, risk management, asset protection, and preservation.


General Information

Firm Start Year:   2021
Insurance License#:   861486
Name of Broker/Dealer:   SECURIAN
States Licensed in:   TN MS AR AL GA TX CA IL
Number of Years with Current Firm:   20
Work Experience:   Been practicing professionally as a financial advisor for 20 years
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses


Services

Investment Types:   Stocks, Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Alternative Investments, Mortgages & Real Estate, Insurance, Commodities, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Email, Via Phone, At my office, Video Conference, Our Offices


Qualifications & Memberships

Insurance and Annuity Licenses:   Property, Disability, Casualty, Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident


Firm Information

Assets Managed by Advisor:   $50,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   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


Board Positions

Organization:  Member  Germantown
Position :  C12
Duration :  2019-Currently holding


Education

Bachelors Degree of Business Administration - Business  University of Memphis - Memphis
1986-1991

Certified Divorce Financial Analyst - Divorce Financial Planning  Institute for Divorce Financial Analysts
2007-2007

Certified Fund Specialist - Mutual Fund Specialist  Institute of Business and Finance
2008-2008

Certified in Long Term Care - Long Term Care  Corporation for Long Term Care
2006-2006

Accredited Investment Fiduciary - Investment Fiduciary  Center for Fiduciary Studies
2008-2008

Certificate of Financial Planning - Financial Planning  Kaplan College - Davenport IA
2000-2002


James Whitehead

James Whitehead

CEPA, CFP®

We empower clients in developing their wealth while protecting their legacy

Professional Services

Risk Management Retirement and Estate Financial Strategies for Businesses Investments Family Wealth Counseling Group Benefits Fee-Based Financial Planning Financial strategies for Divorce

Education

University of Memphis BBA, 1991 Kaplan College, Certificate of Financial planning,2002 Corporation of long Term care, CLTC, 2006 Institute of Divorce Financial Analysts, CDFA, 2007 Institute of Business and Finance, CFS, 2008 Center for Fiduciary Studies AIF, 2008 Series 6,7 and 66 Securities Registrations Life /Health / Property & Casualty License Registered Representative and Investment Advisor Representative for Securian Financial Services, Inc. Experience

Extensive Consulting work assisting clients with Cash Flow, Financial Position, Investment Strategies, Income Strategies, Protection Strategies, Retirement Preparation, Estate Planning, Wealth Management, Business Succession Strategies. Other areas of expertise: Estate Planning, Executive Benefits Strategies, Fee-Based Plan Design, Tax Favored Corporate Compensations, Business Continuation, Selective Employee Benefit Plans, 401K Services, Design Group Life, Health and Disability, Life Insurance, Disability Insurance and Long Term Care Insurance, Investment and Retirement Preparation. Guest Speaker and lecturer at numerous local and national conferences. Family

Kamala Cim, Aubrey, Corbin, Hayden, Cole and Elijah Don't keep me a secret. Let me be a resource for those you care about

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Social Networks

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