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Gold-colored spiky starburst or sunrays design on a blank background.

Financial Planning & Insurance Solutions tailored for Small Business Owners.

YOU DESERVE THE BEST POSSIBLE CHANCE AT FINANCIAL SUCCESS.

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WHO WE SERVE

We Support Small Business Owners and their Employees with Navigating Major Business and Life Transitions:

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Start-Up and Career Growth

Building the right foundations that best supports your growth

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Major Life Wins and Losses

Keeping you in the game even when life throws you curveballs

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Retirement and Family Legacy

Enjoy the fruits of your effort.
Protecting what you’ve built.

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WHAT WE OFFER

OmniPlan

Ongoing Planning and Investment Management

  • Investment Selection + Ongoing Wealth Planning & Management

  • Implementation Managed For You

  • Regular Advisor Access with Continual Progress

  • Access to Advance Planning Tools & Techniques + Tax Strategies

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Foundations

Needs-Based Planning and Insurance Solutions

  • In-Depth Financial Needs Assessment + Business Risk Analysis

  • Tax-Advantage Savings Tools for You + Employees

  • Wide Range of Non-Proprietary Financial Products

  • Affordable Group and Individual Health Insurance

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HOW WE WORK

Receive the Best Possible Financial Advice

Starting from an In-Depth Analysis of your financial situation…

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We Design and Implement the best possible financial plan and strategy that’s tailored to you.

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Our “Too Good to Be True” Offer

WE WILL…

  • Review your investment accounts and show you whether or not you're making the most amount of money for the least risk

  • Review recent tax returns and business structure (beyond what the CPA does) to make sure you're not overpaying in taxes

  • Review all of your private and group insurances to ensure you're optimizing and receiving the best benefit that's right for you

AND…

  • Review and stress test your retirement plan to show you when you can retire and what you can do to not out-live your money

AND…

  • Connect you with our advanced planning team for tax-efficient exit strategy and estate planning strategies specifically tailored for business owners

100% COMPLIMENTARY

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Service You Can Count On

ACCOUNT PROTECTION

Assets under management are custodied with Charles Schwab, a member of the Securities Investor Protection Corporation (SIPC). Schwab offers additional asset protection provisions. Visit Schwab.com to learn more.

FIDUCIARY RESPONSIBILITY

As registered investment adviser representatives, we are legally obligated to put your interests first. However, we have never needed legal obligations to put clients’ interests first. Because to us, being decent human beings is just who we are.

PRUDENT ADVISORY PROCESS

We focus on quality, value, and the fundamentals of business and finance. We never gamble. We don’t speculate. We pride ourselves on ensuring that every ounce of advice and guidance we provide is rooted in fact, wisdom and objective truths.

Disclosure Page

“Financial Planning Gave Me Direction.”

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JIMMY'S STORY

Jimmy Ray Financial Services is led by Jimmy Ray, Financial Planner and Insurance Advisor with a passion for service.

TAKE THE NEXT STEP

The Journey to a Better Financial Future Begins with a Single Step.

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